7604 results found
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Update multiple recipients on a single document via API.
Update multiple recipients on a single document via API.
1 vote -
2 votes
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Detect page number of the actual signature field on it via API
Option to detect the page number of the actual signature field on it via API. User case:
I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.1 vote -
Disable editing but keep option to add products
Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.
2 votes -
Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
Payment Gateways for EU servers
Option to have payment gateways for EU servers
5 votes -
Map several fields from Salesforce with one field in PandaDoc
Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document
1 vote -
Automation: create a new customer in Chargebee once the document is completed
Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.
Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.
0 votes -
2 votes
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Add background image to a header
Add a header background image
2 votes -
Ability to set default initials.
Ability to set default initials.
3 votes -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
2 votes -
Localization in Vietnamese
Vietnamese Localization
1 vote -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
7 votes -
Show Deal number (unique ID) when linking a document to pipedrive
When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…
2 votes -
Additional field formatting for the phone numbers
Currently only 2 phone options: US or International
Some applications that we integrate template feedback with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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