7112 results found
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Send Editable Templates
Client wishes to have a template be available for sending without having another user be added on her workspace.
2 votes -
2 votes
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2 votes
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remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
2 votes
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2 votes
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contract text to update with the appropriate language based on the option the user selects
contract text to update with the appropriate language based on the option the user selects
2 votes -
custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
2 votes
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use pictures for the background of text blocks
use pictures for pandadoc for the background for text block
2 votes -
Support Private API
Support Private API
2 votes -
2 votes
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Add Section wherever in the Pricing table
Add Sections to the middle of the pricing table when it's already been created.
2 votes -
[Bulk Action] Bulk Export Document Details Using API
We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.
But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.
2 votes -
2 votes
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Webhook Authentification
I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.
When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.
2 votes -
Remove images from email notifications
Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.
2 votes -
2 votes
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Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed
Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.
2 votes -
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes
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