6788 results found
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Document/signature forwarding is allowed to specific recipients
Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?
5 votes -
1 vote
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Inline Commenting Email Notifications
They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.
1 vote -
1 vote
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Significantly speed up document loading speed, decrease clunky processing times
The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.
8 votes -
live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Hiding documents from Inbox
Not deleting them
1 vote -
6 votes
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2 votes
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3 votes
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List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents5 votes -
9 votes
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payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
1 vote -
4 votes
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1 vote
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Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes
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