7144 results found
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2 votes
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Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
smart content lock
smart content block option unavailability for content library.
2 votes -
SDK
Please update create Document function in the SDK to accept binary PDF (not url).
2 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
2 votes -
2 votes
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Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
2 votes
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2 votes
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Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
2 votes -
2 votes
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2 votes
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PAD
Allow Canadian PAD (EFT) for Stripe payments in the integration.
2 votes -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
2 votes
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2 votes
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