7255 results found
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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 -
Download completed document in docx format
Download completed document in docx format
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
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Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
4 votes -
Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties4 votes -
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 -
4 votes
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Payment Options Mail a Check
The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.
4 votes -
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 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
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