5898 results found
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2 votes
Lindsey Schocke responded
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2 votes
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2 votes
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Zoho Flow
Ability to integrate Zoho flow
2 votes -
Restrict access to a Form for specific recipient emails
Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.
2 votes -
Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
2 votes
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Delete attached file that was upload via manual status change
Ability to delete the attached file from Audit Trail that was uploaded via manual status change
2 votes -
[Catalog] Ability to upload image via API instead of using the image URL
Ability to upload image via API instead of using the image URL.
2 votes -
[Pricing table] option to divide Name column
The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product
2 votes -
Enable automatic creation and sending of recurring invoices
Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement
2 votes -
Ability to rename a theme without saving a new one.
Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.
2 votes -
Ability to add options to the dropdown field via uploading an excel file/google sheet.
Ability to add options to the dropdown field via uploading an excel file/google sheet.
2 votes -
Ability to adjust text fields size for sent document.
Ability to adjust text fields size for sent document.
2 votes -
Inherit approval settings of Approved document into a template converted from it
Inherit approval settings of an approved document when it is converted into a template
2 votes -
Quote builder: notification when product was added by the signer
The ability for the document sender to receive a notification if the recipient added products using the quote builder.
2 votes -
2 votes
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Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
Support the X-HTTP-Method-Override header in the API
Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.
We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:
PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/
However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…
2 votes
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