4487 results found
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misleading ads
In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.
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integrate with AccuLynx
integrate with AccuLynx
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Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
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Integration with Theralytics & Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
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1 vote
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Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
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dates
The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..
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Adyen integration
Adyen integration
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Pass additional information to a form via a url parameter
We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.
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Moneris Payment Integration
Interested in using the Moneris payment option with PandaDoc
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export the custom role permissions into excel file
a way to export the custom role permissions into excel file
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1 vote
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ability to create Stripe products from the Stripe payment integration
ability to create Stripe products from the Stripe payment integration
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change app language to Indonesian
change app language to Indonesian
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Export the list of templates per workspace
export template title list per workspace
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1 vote
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