5384 results found
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Adding a "Complete" status to the documents with payment gateways
The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added
4 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes -
A notification to be sent to Account Owner for every created Template or Document
A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.
4 votes -
Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.
The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.
4 votes -
4 votes
Lindsey Schocke responded
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Support .XML file type
Upload .xml files
4 votes -
4 votes
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Update PandaDoc Document Status based on Salesforce Opportunity Stage
So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.
4 votes -
QES providers approved in Switzerland
QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.
4 votes -
4 votes
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to be able to to reply via email to the person who initiated the chat for documents sent via API
to be able to to reply via email to the person who initiated the chat for documents sent via API
4 votes -
Filter API logs by custom date
It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard
4 votes -
Have Document Summary on the left hand side panel without the Table of Contents
Allow the addition of a Document Summary without having the Table of Contents
4 votes -
4 votes
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Show page numbers in TOC in exported docx file
Show page numbers in TOC in exported docx file
The TOC is working when the heading is clicked but the page numbers are not exported along with TOC
4 votesValeryia Baranava responded
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Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
4 votes -
Edit font family for catalog items Name and Description within Catalog
Edit font family for catalog items Name and Description within Catalog
4 votes -
Mobile friendly Forms
I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.
4 votes -
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
To have this:
1. Level
I.Level 1.14 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes
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