7482 results found
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keep library items in new document with transfer data to feature
keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over
1 vote -
edit bullet colours apart from text
should be possible to create red bullets and have black text following?
4 votes -
5 votes
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design - Magazine layout for pages
They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.
1 vote -
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
Adjust a payment app for documents in bulk
Should be possible to delete/add the payment method for selected documents in bulk
3 votes -
webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
[Bulk Send] delivery report
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc
8 votes -
1 vote
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6 votes
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Restrict downloading a PDF of a Form for recipients
Disable the ability for recipients to download forms
7 votes -
clear cache button on upload error
You should add a "clear local storage and try again" button to the error message when a file fails to convert.
I've run into multiple problems uploading files that I want to become editable.
Each time, a support agent was able to upload the file for me, but I was not.
Each time, they asked me to clear my cache and try again (which also did not work).
Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.
If you add a button that does this, then you alleviate your support system if…
1 vote -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
webhooks history via API
webhooks history via API
5 votes -
Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
23 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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Create Sub-products: Package options for catalog
Availability to add sub products
for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc5 votes -
Save (do not reset) ticked line items (products) in a pricing table after the "Edit document" button is clicked (document is edited)
Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked
1 vote -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Incorporating signatures from other docs to a PandaDoc
Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…
3 votes
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