6884 results found
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change the document status automatically from expired to declined
change the document status automatically from expired to declined
2 votes -
Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes -
disable change language option
The ability to disable the change language option recipients have in the document view
2 votes -
External Automations: Auto-Add Predefined Products with Catalog Items
External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.
2 votes -
Allow control of the overflow wrap option so that text blocks can be set to not break words.
Allow control of the overflow wrap option so that text boxes can be set to not break words.
2 votes -
Generate session link for several recipients at the same time
For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.
2 votes -
Be able to search/add recipients by contact name instead of only email
When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.
2 votes -
2 votes
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Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient
2 votes -
Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
Dataforma
Integrate with Dataforma's AP
1 vote -
2 votes
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[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
1 vote -
1 vote
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Integration with Knowify.
Integration with Knowify.
1 vote -
Cash App integration for payment option
Cash App integration
3 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
1 vote
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