276 results found
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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 -
1 vote
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No. of Rejected Document will show up in Dash and in Reporting
No. of Rejected Document will show up in Dash and in Reporting
1 vote -
1 vote
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New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
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.
4 votes -
Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
30 votes -
Create documents only
Ability to sell create doc only feature
1 vote -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
10 votes -
Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote -
create a report from the documents created per recipient
create a report from the documents created per recipient
11 votes -
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
5 votes -
3 votes
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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 -
separate logo for every e-form
Would like to have an option to set up logo for specific e-form not for the whole account/workspace
1 vote -
PandaDoc should reflect who exactly opens document public URL
I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true
1 vote
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