6974 results found
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scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.
1 vote -
[Bulk Action] Add the same image for multiple items in the catalog
add the same image for multiple items in the catalog at the same time
1 vote -
New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
1 vote
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youtube search
The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.
It would be far easier to search YouTube from within Panda doc.
If you could limit the scope of search to a specific account even better.1 vote -
Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
Using the PandaDoc API to get Stripe Customer ID
Can we get the capability to use the PandaDoc API to get the Stripe Customer ID
1 vote -
Null should be read by the system while creating docs via API
null is not read by the system while creatding docs from templates via API, but it should be fixed
1 vote -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 vote -
Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote -
Need to improve comment visibility in signing order
Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.
1 vote -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
1 vote
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