7546 results found
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2 votes
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Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
2 votes
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2 votes
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Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
2 votes
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Unchecked boxes disappear once sent to client
Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.
2 votes -
2 votes
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Accept logo without modifications
Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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pass custom parameters to the redirect url
Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.
Why this matters (use case):
We run multiple campaigns and need to send signers to different LPs depending on:
document template / campaign
recipient / segment
region / language
deal owner / pipeline stage
We also want to pass tracking parameters such as:
utmsource, utmcampaign, utm_content
internal IDs like doc…
1 vote -
Age Verification
Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.
Why this is needed
In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).
Expected functionality
Verify the ID document as usual (existing feature)
Extract date of birth from the document
Automatically validate whether the person meets the legal age threshold
Ideally, allow country-specific age rules depending on the…
1 vote -
Add AI Chatbot to the PandaDoc app for Mobile
Make AI Chatbot available for the PandaDoc app for Mobile.
1 vote -
Team Dashboard Add Back Button after drilling into someones dashboard
In Team Dashboard when you select a name and pull up the metrics for the team member, then go into one of the options (ie View) and when you click the back button it does not take you back to the team member dashboad but the Team Dashboad as a whole. Sounds like this is something that PandaDoc has not thought of having a back option so it takes you back to where you last were and not from the start which is not efficient
1 vote
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