7101 results found
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PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
5 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
1 vote
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label documents as wet signature completed
label documents as wet signature completed
5 votes -
GoCardless
Integration with Payment Gateway GoCardless
42 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change checkbox fields values to numerical instead of true/false in a zap
option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier
2 votes -
Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
2 votes
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Add name to document when you generate a link to send
When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link
1 vote -
Pre-assign Roles in Zendesk Sell EV2
Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)
1 vote -
3 votes
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Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
8 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
13 votes -
8 votes
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14 votes
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