6974 results found
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1 vote
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Option to download PDFs in PDFA format
For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).
1 vote -
Confluence
Integrate with Confluence to add digital signatures to Confluence pages.
1 vote -
Allow all compatible objects/tables for linked-objects
Our (create) linked-objects API call only allows for a subset of compatible CRM objects.
We should match all of the compatible CRM objects that our CRM AddOns are configured for.
For Hubspot, that would be:
* Contact
* Company
* DealFor PipeDrive, that would be:
* People/Person
* Organization
* DealIf we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.
1 vote -
1 vote
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[Global Setting] disable the ability for the clients to forward all existing agreements at once
[Global Setting] disable the ability for the clients to forward agreements
1 vote -
Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
1 vote -
1 vote
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Option to view/upload the stamp in the mobile app
- Will allow the user to upload and view stamp in the mobile App
1 vote -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
1 vote
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Option to save email body automatically
Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost
1 vote -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).
Ability to autocorrect a letter throughout the document.
(MS Word Autocorrect feature).
1 vote -
1 vote
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It would be great if videos in presentations could be embedded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on
It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).
1 vote -
Perform an action affecting all documents with a certain tag.
The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.
1 vote -
ability to upload files in .ANX format.
ability to upload files in .ANX format.
1 vote -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
Automatically send CSV file to a user with form responses
Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.
1 vote
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