5896 results found
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2 votes
Valeryia Baranava responded
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Thai language for PandaDoc platform
Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.
2 votesValeryia Baranava responded
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use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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2 votes
Valeryia Baranava responded
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One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer
Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Option to have the signature appear with a frame around it with the transaction ID number.
Option to have the signature appear with a frame around it with the transaction ID number.
2 votesValeryia Baranava responded
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Improve algorithm for Viewed Proposal detection (client spam filter opening links)
Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.
Two items that could improve accuracy for the Panda view status here:
1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter
2) Consider including an extra link in the body of the email. If this was clicked within seconds of…
2 votesValeryia Baranava responded
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Hide Contacts section from team members
Hide Contacts section from team members
2 votesValeryia Baranava responded
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Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votesValeryia Baranava responded
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Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
2 votesValeryia Baranava responded
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Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votesValeryia Baranava responded
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Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votesValeryia Baranava responded
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