507 results found
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Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
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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Notification for documents not yet completed
Customer would like to be notified to all documents that are not yet completed every day or every couple of days
1 vote -
Option for Admin role to access Billing page of the account
Option for Admin role to access Billing page of the account
1 vote -
Ability for users to subscribe to separate plans
the ability for users to subscribe to a different plan while part of a workspace from another account
2 votes -
1 vote
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clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Send a document to yourself
At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.
1 vote -
Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
3 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
3 votes -
Add recipients to list of documents
Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired
1 vote -
4 votes
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Upload electronic signature to sign a document
Option to upload a signature (which is not an image) to sign a PandaDoc document.
1 vote -
Present Mode - resize
more options to resize Present Mode
5 votes -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
Mailing/burofax/certified letter service
Mailing/burofax/certified letter service
1 vote
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