6876 results found
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2 votes
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2 votes
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Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
6 votes -
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
2 votes -
Friendly Payments Payment Gateway
I was wondering if it's possible to integrate with a company called Friendly Payments?
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes -
Add payment status to the document.
Add payment status to the document itself.
1 vote -
ECS Payments
ECS payment gateway option
2 votes -
Webhook History: Add Document UUID Column
When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.
Please not only show the Document ID but also provide a means to filter based on it.
Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.
As an exercise to prove my…
1 vote -
1 vote
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MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens
Make MS Dynamics automation work with a document created from the account object.
We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.
2 votes -
2 votes
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Bulk download document attachments
Bulk download for attachments
2 votes -
API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.
In this case, the user can be restricted to see only their items or all the items, not by group.
Creating a workspace per team + per location and applying custom roles per location is not scalable.452 locations + 1.2k+ users
2 votes -
1 vote
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Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
2 votes -
Ability to have a read-only field tag with pre-defined values
Ability to have a read-only field tag with pre-defined values when uploading the document with field tags
https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition
2 votes -
automation of changing/switching signers after the suggested edits have been made
client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.
2 votes -
Ability to see who viewed the document on JSON response when it is created through API
Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.
1 vote
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