7135 results found
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Automations: Attach a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes
Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".
3 votes -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Bulk edit variables through google sheet
bulk way to fill in variables from a Google Sheet
3 votes -
Option to have recipients view a document as a slideshow
A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).
3 votes -
The ability to use links and hyperlinks during free trial
Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.
3 votes -
Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
3 votes
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option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 votes -
Change "enter value here" to "enter text here"
Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!
3 votes -
3 votes
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strikethrough without using text blocks
strikethrough without using text blocks and via drawing a line only
3 votes -
attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
`Merge variables
(for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.
3 votes -
Add/update footer on multiple items at once
Ability to add/update the footer on multiple items (documents, templates) at once
3 votes -
Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
3 votes -
password expiration for users (prompt to make a new one)
password expiration for users
3 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
3 votes
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