3812 results found
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removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
6 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 votes -
Javascript sdk hide fields in the viewer
Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.
2 votes -
Javascript sdk user authentication
A method that can authenticate the user to automatically log in with the help of API-key or access token.
2 votes -
I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM
I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.
1 vote -
Merge Fields for File Uploads
Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.
Currently this is only possible with text fields, etc.
3 votes -
6 votes
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[Embedded form] Add the code to check if localStorage is accessible
When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.
"DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."
As a result, the form is not displayed at all on our web page.
1 vote -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
13 votes -
Disable choosing cookies by the recipient
The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic
10 votes -
Control reminders for docs created from Pipedrive deals
Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.
4 votes -
5 votes
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3 votes
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1 vote
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Option for actual signature with transparent background
Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field
6 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Lawpay/Affinipay
Lawpay is the most widely used payment gateway for lawfirms across the country.
Note: Affinipay is the parent company12 votes -
archived delivery emails
Have an archive of everyone that email was delivered to, so they can be downloaded.
1 vote -
1 vote
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zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.2 votes
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