7424 results found
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API - Create document using multiple templates
Ability to create document using multiple templates
1 vote -
1 vote
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Email attachment included on completed email sent on Form documents
Customer would like the email attachment feature to also work on the form document when its complete
1 vote -
Add content blocks via API that are not current available
The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.
1 vote -
Option to remove "completed on the audit trail during the status is awaiting for payment
the user has the Option to remove "completed on the audit trail during the status is awaiting for payment
1 vote -
MS Dynamics: pass HTML formatting to PandaDoc document
If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.
1 vote -
Disabling Multiline text
Option to remove or disabling Multiline text
1 vote -
automation flow to create and send a document on a designated cadence.
Use-case: automatically create and send a recurring monthly invoice as a document to the same person.
1 vote -
1 vote
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1 vote
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Button in Salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the rec
Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.
1 vote -
Synergetic
Integration to Synergetic with PandaDoc
1 vote -
Navigate to previous/next product in catalog without returning to list.
Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.
1 vote -
Allow collaborator to delete content
Collaborator should be able to delete content even if they don't have standard license.
1 vote -
1 vote
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Document Bulk import to editable documents from docx files
Ability to convert multiple documents and make them editable
1 vote -
Payment integration - change status
Ability to remove/disable payment integration without altering or removing signatures on the document
1 vote -
Add GIF on Header
Ability to add GIF on headers
1 vote -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote
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