6359 results found
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ReAmaze CRM
Integration with ReAmaze CRM
2 votes -
Add a block for Approved/Rejected documents that are in an approval Workflow
After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.
2 votes -
Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
2 votes
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Personal History of Changes: Undo previous actions within account / workspace
track my own history and undo previous changes
2 votes -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Change Form Layout
Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page
2 votes -
increase document list results
The doc says the Default is 50 and Max is 100. We need more results during the document list API call
2 votes -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
2 votes
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Limit Manual Status Change Function
Ability to prevent users from manually changing status but still have document editing privileges.
2 votes -
Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)
2 votes -
2 votes
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trigger to login in PandaDoc
triggers to login process after typing username and password and then clicking/pressing ENTER
2 votes -
2 votes
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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 votes -
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 votes -
2 votes
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