6818 results found

1. Block the default email notification with final copy for a specific user
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2. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc
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3. Payment gateway with EasyPayDirect
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4. attach the PDFs of the completed documents under Documents in an Opp record in Sugar
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5. Send a notification when PandaDoc account is disconnected from Salesforce
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6. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

   the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

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7. auto-populate images depending on who is sending the document

   auto-populate images depending on who is sending the document

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8. Non-licensed user receive viewed notifications

   Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

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9. The ability to customize the emails for approval workflow.
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10. 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

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature
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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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12. 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

    https://pandadoc.zendesk.com/agent/tickets/190452

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13. Capture recipient's responses via a survey
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14. [API] Decline document via API

    api call has the ability to decline document

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15. The ability to support multiple roles in salesforce
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16. Hide document amount for payment before it is signed
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17. 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?

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18. Add Document sent trigger event in Zapier
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19. Paperform

    paperform native integration: pull data from new submission to the doc

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20. Pop-up with customizable text when a recipient declines document
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