489 results found
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Delete document automation
Customer would like to have the ability to set the document to be deleted on a specific number of days
1 vote -
face verification/identification
face verification/identification similar to recipient verification
3 votes -
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 -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
15 votes -
Option for Admin role to access Billing page of the account
Option for Admin role to access Billing page of the account
1 vote -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
6 votes -
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 -
save font and spacing when the document is exported into docx file
save font and spacing when the document is exported into docx file
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 -
Assign fields to oneself should not be considered as recipient
Assigning fields to oneself should not be included as a recipient
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 -
Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
1 vote -
Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
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
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