6788 results found
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Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
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1 vote
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System Tokens Fill Automatically on Mobile Application
Currently system tokens must be filled manually while using our mobile application.
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1 vote
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separate logo for every e-form
Would like to have an option to set up logo for specific e-form not for the whole account/workspace
1 vote -
Ability to connect a Proprietary video platform
integration with proprietary video platform
1 vote -
completed date for mobile app
could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created
1 vote -
Hello, can you please include a way for someone to open your PDF files via a link, verses sending as an attachment in a email. Thank you!
Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.
Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.
I appreciate your taking the time to…
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PandaDoc should reflect who exactly opens document public URL
I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true
1 vote -
Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
1 vote -
Salesforce: correct values for searchable fields (like time and address)
Salesforce: correct values for searchable fields (like time and address)
1 vote -
VB scripts
VB scripts
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Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
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Expand Salesforce Sync Search Fields to All Terms
Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.
1 vote -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote
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