6413 results found

1. Option to have in-person signing only

   We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

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2. Xactimate

   Xactimate direct integration with PandaDoc

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3. adding multiple document types (Contract repository) to a template
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4. [ARCHIVE] Creatr documets from GDocs in SFDC

   salesforce create documents from google docs

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5. Salesforce - Opportunity Product update in Draft status

   Ability to update opportunity products and push the data back to Salesforce in Draft Status

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6. Option to generate a report of all documents on the account for which new links have been generated

   Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

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7. Embed JavaScript for Auto complete on Forms

   Ability to embed JavaScript codes for Auto complete on Forms

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8. Customize the prompt for blank variables

   Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

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9. insert pricing table on a table block

   insert pricing table on a table block

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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10. Ability to manage API developer logs.

    Ability to purge API developer logs or set retention period to see only the most recent logs.

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11. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

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12. Integration: appfolio property management software
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13. Dashboard auto refresh

    Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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14. Automatically upload documents from a file storage solution to PandaDoc for processing

    Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

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15. Ability to reflect the company name to the document list in the Document tab instead of the recipient.

    Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

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16. CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)

    Limit products shown depending on another variable

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. [API][Webhook] Pass the ID of the template role in the document requests

    It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

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18. Do not allow to open documents from the Slack notification

    Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

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19. Choose which workspaces send notifications to Slack

    Select which of the workspaces send notifications to Slack

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20. Add Catalan language
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    0 comments  ·  Localization  ·  Delete…  ·  Admin →
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