6888 results found

1. Recipient Status via API

   Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed

   2 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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2. Recipient Groups for API

   The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
   Customer requesting: mpetit@homebound.com

   10 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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3. Including Bundle Item Prices in Quote Builder Subtotal

   The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

   1 vote

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email!

4. Saved Messages in Bulk Send

   Ability to pull the saved messages in bulk send feature

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Exclusive Folder Sharing Capability for Specific Users

   Customer would like to have an option to share folder containing document to a specific user only

   10 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Click Up CRM for automation

   It would be wonderful if click-up were a CRM automation possibility.

   https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

   2 votes

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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7. Update info on fields from their templates

   Customer would like to post information on the fields from their custom CRM to the templates via API

   1 vote

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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8. update the auto-snapping feature

   The autosnapping is not helpful and actually quite frustrating.

   1 vote

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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9. Remove promotional window as a default workspace option

   Remove promotional banner as a default option in the settings

   2 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Two separate accounts connected to one Salesforce instance
    1 vote

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12. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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13. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Forward the document for signature from the new sender
    1 vote

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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15. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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16. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Bundle Forms

    Option to bundle Forms

    1 vote

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
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18. Add endpoint to share templates via API

    Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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19. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Template Revisions Endpoint

    Get revisions of the templates to see how they have been changing historically

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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