6930 results found
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Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
Moving pricing table sections above column names
Moving pricing table sections above column names
5 votes -
White label email for reminders as well (not just initial email and expiration email)
White label email for reminders as well (not just initial email and expiration email)
5 votes -
Ability to allow replacing email body content with HTML snippet through API
Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.
5 votes -
Pricing Table: decimals editing on a cell level
to change the decimals on the cell level
5 votes -
Ability to allow replacing template variable with HTML snippet through API
We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet
5 votes -
5 votes
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Payment block for Ev2
My only suggestion is that we miss the payment block at the end of the document.
5 votes -
Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
5 votes -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
5 votes -
inline comments to stay highlighted for recipients after sent
the inline comments to stay highlighted for recipients after sent
5 votes -
5 votes
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5 votes
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webhooks history via API
webhooks history via API
5 votes -
Create Sub-products: Package options for catalog
Availability to add sub products
for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc5 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
5 votes -
Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
5 votes
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