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10 results found

  1. Issue with Recipient Group Naming & API Usage

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Z F shared this idea  · 

  2. Enable Send Manual Reminder API for Recipient groups

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Z F shared this idea  · 

  3. Have a "send reminder" PandaDoc API call.

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Z F supported this idea  · 
    An error occurred while saving the comment
    Z F commented  · 

    There was an update on reminders API but this is still missing.

    https://developers.pandadoc.com/changelog/document-auto-reminder-settings

    An error occurred while saving the comment
    Z F commented  · 

    API end point to Send Reminder Now

  4. Edit / customize text in all email notifications including Completion or Signed Email Message

    260 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Z F supported this idea  · 
    An error occurred while saving the comment
    Z F commented  · 

    Customize based on the template the doc was generated from
    or based on the folder the doc lives in

  5. Change reminders via API

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    An error occurred while saving the comment
    Z F commented  · 

    This is not what I have looked for.
    This is only giving the option to schedule and set auto reminders. What I have been looking for is to manually send NOW a reminder via API same as with the UI where we can just click to send now a reminder.

    Z F supported this idea  · 

  6. Edit uploaded PDFs

    307 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Z F supported this idea  · 

  7. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Z F supported this idea  · 

  8. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Z F supported this idea  · 

  9. Add the ability to make a field read only

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Z F supported this idea  · 

  10. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

    110 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Z F supported this idea  ·