6797 results found
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BambooHR integration improvement
- It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
- The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
2 votes -
2 votes
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Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
6 votes -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
5 votes -
Inbox: Mark all as read at once
Inbox: Mark all as read at once
2 votes -
The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
2 votes -
The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Generating In-Person Signing Link via PandaDoc API
Option to generate in-person signing link via PandaDoc API
2 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
2 votes
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Allow empty value on radio button option
Allow empty value on radio button option
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Markate CRM
Integrate with Markate (CRM) or create a native PandaDoc automation.
2 votes -
Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 votes -
Do not require the Type column when importing products to the Catalog
Do not require the Type column when mass importing to the product catalog
2 votes -
Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
6 votes -
Export documents from ActiveCampaign to Pandadoc
I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.
2 votes
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