6444 results found
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Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
3 votes -
Change the email of the form signer once the form is completed
When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.
3 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.3 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
3 votes
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Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
3 votes -
The ability to show the customer a payment amount that is less than 100%.
When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)
3 votes -
3 votes
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SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
change column name in csv when importing products into pandadoc catalog
change column name in csv when importing products into pandadoc catalog
3 votes -
3 votes
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connect 2 PandaDoc accounts to Pipedrive at the same time
connect 2 PandaDoc accounts to Pipedrive at the same time
3 votes -
Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
3 votes -
pull content library items
provide content library item id, name and other properties when pulling template details from GET request.
in content placeholders section?"content_placeholders": [ { "uuid": "", "block_id": "Content Placehoder 1", "description": "" },{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
},
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
}
],3 votes -
Lock down restrict editing of the Document Title
Ability to lock down or restrict editing on Document Title
3 votes -
3 votes
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flag/alert/notification for when a discount is applied in a document
flag/alert/notification for when a discount is applied in a document
ex. salesperson is approving documents without reviewing the discounts applied.3 votes -
Change color of check mark on pricing table
Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.
3 votes
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