486 results found
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1 vote
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Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
reporting data sent to email
reporting data sent to email
5 votes -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
3 votes -
ability to upload files in .ANX format.
ability to upload files in .ANX format.
1 vote -
Search by quote Sequence Number
Be able to search for a document based on the Quote Number
1 vote -
Auto-populate Variables when Document is Created
Auto-populate contact info into Variables when a document is created directly from a contact.
1 vote -
1 vote
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Conditionally display fields mapped over from salesforce
specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row
2 votes -
Import contacts with their addresses through the Gmail
Be able to import contacts with their addresses through the Gmail button.
2 votes -
Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
3 votes -
Notification when you close to the volume limit
Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).
1 vote -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
24 votes -
Attachments blocks that can be placed all over the document content
Attachments blocks that can be placed all over the document content, not only at the end of the document
1 vote -
Two separate Authorize.net Accounts
Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.
5 votes -
2 votes
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more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
4 votes -
Scratch Pay
Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.
1 vote
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