7235 results found
-
cutomize/modify catalog items in the csv file
add spaces in a description column in csv so they will be visible in the catalog for relevant items
2 votes -
Profile (Intuit tax software)
Integration with Profile, intuit tax software
2 votes -
Ability to organize the Smart content into folders.
Ability to organize the Smart content into folders.
2 votes -
2 votes
-
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
-
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
-
2 votes
-
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
-
2 votes
-
PAD
Allow Canadian PAD (EFT) for Stripe payments in the integration.
2 votes
- Don't see your idea?