7425 results found
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1 vote
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Provide suggested edits notification to the person the document was sent on behalf of
This would be particularly useful when sending contracting documents on behalf of our legal counsel.
1 vote -
Field location based on text matching
For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.
1 vote -
Bundles - checkpoints
checkpoints for new hire employee bundles
multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"1 vote -
Manually changing document status in the MS Dynamics iFrame
Manually changing document status in the MS Dynamics iFrame
1 vote -
Data on best time to send documents
Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate
1 vote -
Ability to export selected PDFs from multiple searches in a single batch
Ability to export selected PDFs from multiple searches in a single batch
1 vote -
1 vote
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Time Block
Time Block
1 vote -
CardConnect
Ability to use the CardConnect payment gateway
1 vote -
Option to enable to see the recipient on the inbox
Option to enable to see the recipient on the inbox
1 vote -
Document value for content library items
Ability to set the Document Value in a Content Library
1 vote -
delete recent templates from document wizard
option a delete recent templates from document wizard
1 vote -
One signature generate 2 copies of completed pdf
user to fill and sign only once, and then two copies are generated based on the one user filled and signed.
1 vote -
API: Option to Store Web base items like logo, images, reciept etc that has expiration.
Optionn to store web base items like logo, images, reciept etc that has expiration.
1 vote -
columns to retain their default name in Ev2 once after unhidden
columns to retain their default name in Ev2 once after unhidden
1 vote -
Flowplayer Videos
Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/
1 vote -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
1 vote
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Processing time
Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.
1 vote
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