7094 results found
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auto-populate images depending on who is sending the document
auto-populate images depending on who is sending the document
1 vote -
Option to set up automatic reminders by selecting a user of the account
having an option to set up autoreminders for all the documents created by a particular user of the account
1 vote -
Non-licensed user receive viewed notifications
Recipients without a license would be able to receive notifications that the other recipients have viewed the document.
1 vote -
1 vote
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Adjust the subfolder view for long folder names
Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name
1 vote -
if-condition tokens / Pipedrive
Make a "if-condition" for the tokens-variables from Pipedrive.
An example would be:
If [Deal.ContactPerson.Email] is Empty then some condition comes.1 vote -
alphabetize CLIs
alphabetize CLIs when adding them to a template/document
1 vote -
1 vote
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Generate pdf download error caused by the wrong image link
Display the informative error message, when a document can't be downloaded because of the invalid image link in a document
1 vote -
Various Types of Bulk Send
Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure
1 vote -
Mentions within Comments
the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse
1 vote -
Internet explorer compatibility
Internet explorer compatibility
1 vote -
1 vote
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1 vote
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[API] Decline document via API
api call has the ability to decline document
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote
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