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7 results found

  1. Pre-sign template (or a Form): Fill in signature on template level

    273 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Jason Pringle supported this idea  · 

  2. Converting a form to a document

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Jason Pringle supported this idea  · 

  3. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Jason Pringle supported this idea  · 

  4. resend sent documents via API

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Jason Pringle supported this idea  · 

  5. Create and edit via API

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Jason Pringle supported this idea  · 

  6. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    developers.pandadoc.com

    Jason Pringle supported this idea  · 

  7. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    91 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

    Jason Pringle supported this idea  ·