6779 results found
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Custom Data Fields in API Payload
ability to retrieve custom metadata or additional fields associated with a document through the API.
1 vote -
Ability through API to toggle on/off the payment gateway for a document
Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.
1 vote -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
1 vote -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
1 vote -
Pass first and last name from contact in monday.com to recipient in PandaDoc document
Right now, the behavior is that only the email address will convert to the PandaDoc recipient, and the user will have to go and add first and last name so the recipient does not sign a document with the email address.
1 vote -
Template for Emails
Have templates to choose from when typing the body of the email.
1 vote -
Update, add, and remove line items in Pipedrive whenever a document status changed
Update, add, and remove line items in Pipedrive whenever a document status changed
1 vote -
Create Share Link for Recepients from API
To be able to generate the links automatically so it can be used to send to recipient in a different way.
2 votes -
Mandatory Completion of Smart Block
It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?
1 vote -
1 vote
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Ability to switch between on demand and bring your own notary sessions.
Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.
2 votes -
Personal saved signature to auto populate when selecting the "Draw" signature type when signing a document
Personal saved signature to auto-populate when selecting the "Draw" signature type when signing a document. Curlier the save the signature does not auto-populate.
1 vote -
Form csv download filtered range of dates
Please provide an option to filter by a range of dates to download completed form data in a csv file.
With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(
If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.
Thank…
1 vote -
expand radio button
Ability to expand radio button from one page to another.
1 vote -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
2 votes -
Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
2 votes -
Pass images from Google Sheets to PandaDoc documents
Pass images from Google Sheets to PandaDoc documents
1 vote -
Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
1 vote -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes
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