6930 results found
-
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
4 votes -
Generate link for draft document
The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.
4 votes -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
4 votes -
Edit the sent documents from Actions Required section
Have an option to edit the sent documents from the Actions Required section
4 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
4 votes -
4 votes
-
Ability to add more than 20 collaborators for an additional charge.
Ability to add more than 20 collaborators for an additional charge.
4 votes -
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
4 votes -
Duplicate categories in the catalog
Duplicate categories in the catalog
4 votes -
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 votes -
Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
4 votes -
Set up the default size for the images in the pricing table
Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.
4 votes -
[Portuguese/Brazil] Recipient localization for documents created via API
subject line is not included in the translation
4 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Multi-Step Form
Create a multi-step, multi-paged form for the the recipient to go through.
4 votes -
limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
4 votes
-
same signature size
same signature size whether the other signature fields are small or large, after signing on the first/initial signature field
4 votes -
Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
4 votes
- Don't see your idea?