7266 results found
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Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
1 vote -
Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote -
More Bamboo HR variables
More variables for the PandaDoc <> Bamboo HR integration, such as passport number.
1 vote -
API: nested fields in body request
Option to use nested fields in the body request when you create a document from PandaDoc template via API
1 vote -
1 vote
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Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
1 vote -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
1 vote -
API: Bulk Sign Multiple Document IDs and Zip Download of PDFs
We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.
1 vote -
Two themes in 1 template
Can two themes be used on one template?
1 vote -
report that shows the phone number of the contacts within that date range
report that shows the phone number of the contacts within that date range
1 vote -
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
1 vote -
1 vote
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Edit documents value under the Home tab.
The option to adjust the document's value under the Home Tab, rather than on the document level.
1 vote -
Want to send out employment contracts in bulk, but need document.value available in bulk send.
It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.
1 vote -
1 vote
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Preserve quality of images - PNGs and JPEGs often have low quality when uploaded
Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.
1 vote -
Generate Editable Documents in Slack Similar to CRM
Generate editable documents in Slack similar to how a CRM integration works.
1 vote -
Assign specific fields when create doc from PDF form fields via API
Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Review Widget (G2, PeerInsights, Yelp)
Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/
1 vote
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