7425 results found

1. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)
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2. Save all the third-party signatures properties

   When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

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3. Protected PDF's from API download

   When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

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4. PDF. Ability to remove underlines for hyperlinks in downloaded documents.
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5. Notification if the document is deleted

   A way to get emailed if a documented is deleted.

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6. Pull data from a template to a content library item with the help of tokens

   I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

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7. [Mobile] Adding Ev2 items from the content library to the Ev2 template
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8. HBSC account direct payment

   Make payments go to HSBC account directly instead of going through PayPal or Stripe.

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9. [Bulk action] Ability to change sequence of multiple templates at once
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10. Notification of unfilled fields for sender
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11. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

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12. Ability to download a receipt as a separate document (PDF)
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13. Ability to upload PDFs to comments on a document
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14. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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15. Payment Gateway - Alipay
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16. Reset branding
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17. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Catalog - Ability to update custom columns with a CSV
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19. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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20. PayFlow Pro gateway support by the PayPal integration
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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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