6836 results found
-
Delete Blank Pages from PDFs
Be able to delete a blank page from a completed document PDF
1 vote -
Serialised inventory in CPQ
Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.
1 vote -
Bulk Send Reporting: Recipient URLs
I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.1 vote -
Route failed deliverability notification to document creator
Ability to route failed deliverability to other email address
1 vote -
Create multiple documents both from template and PDF via API
Create multiple documents both from template and PDF via API
1 vote -
The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
1 vote -
Ability to modify/ edit signers after they have signed/ finalized their part
Ability to modify/ edit signers after they have signed/ finalized their part
1 vote -
Dynamics 365 enhancements and automation
Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.
We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.
We must send the document on a particular event we define in our business process. This won't be a manual trigger.
For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…
1 vote -
Ability to generate a report on the number of documents edited after being sent.
Ability to generate a report on the number of documents edited after being sent.
1 vote -
Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
ability to retrieve previously sent messages when not saved under saved messages feature.
ability to retrieve previously sent messages when not saved under saved messages feature.
1 vote -
Reporting - mobile and desktop usage
Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
1 vote
-
Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
1 vote -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Make it easier to locate a template in the PandaDoc dashboard using the template id.
Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.
1 vote -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote
- Don't see your idea?