7251 results found
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Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes -
Web Forms Populating to PandaDoc
On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.
1 vote -
API - Create document using multiple templates
Ability to create document using multiple templates
1 vote -
1 vote
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Ability to change the order of grand total section of Quote Builder
Ability to change the order of grand total section of Quote Builder
2 votes -
Option for Total Cost in the pricing table
- option for the user in adding Total cost in the pricing table
3 votes -
Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
Add content blocks via API that are not current available
The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.
1 vote -
Showing changes in documents requiring approval
showing changes in documents requiring approval.
2 votes -
Option to remove "completed on the audit trail during the status is awaiting for payment
the user has the Option to remove "completed on the audit trail during the status is awaiting for payment
1 vote -
Stripe: enter coupon in the checkout
Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.
4 votes -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Disabling Multiline text
Option to remove or disabling Multiline text
1 vote -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
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
8 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
11 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
15 votes -
1 vote
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Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
1 vote
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