507 results found
-
4 votes
-
Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
4 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
2 votes
-
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
3 votesHi. 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!
-
Ability to check the reporting specified to the customer.
Ability to check the reporting specified to the customer.
1 vote -
1 vote
-
Maintain recipient information for multiple documents
When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.
8 votes -
1 vote
-
Ability to adjust the documents' order in the batch.
Ability to adjust the documents' order in the batch.
1 vote -
Use multiple saved messages in one document
The ability to use multiple saved messages in one document instead of just one.
1 vote -
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
6 votes -
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Shorten URL Link
We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.
5 votes -
Create Powerpoints and Documents
In addition to creating documents, customers would also like to create slideshow/ppt presentations
8 votes -
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
3 votes -
Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
1 vote -
Duplicate/Copy contacts in PandaDoc
Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
Currently, the new contact has to be completely filled out again.1 vote -
Option to enable to see the recipient on the inbox
Option to enable to see the recipient on the inbox
1 vote -
Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
- Don't see your idea?