480 results found
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Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Option to have the signature appear with a frame around it with the transaction ID number.
Option to have the signature appear with a frame around it with the transaction ID number.
2 votes -
Auto-update contacts in PandaDoc once they're updated in Google.
Auto-update contacts in PandaDoc once they're updated in Google.
2 votes -
The ability to download selected folders together in bulk.
Instead of having to download the folders with documents separately.
2 votes -
The ability to see the message written in the body the email without having to be CC'd on a document.
The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?
2 votes -
Ability to hide attachments for specific recipients
Ability to hide attachments.
2 votes -
2 votes
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Modify Billing notifications
Modify Billing notification on payment subscription
2 votes -
Update Contacts via mobile app
Ability to update the contacts list via mobile application!
2 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
2 votes
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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..
2 votes -
Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
2 votes
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2 votes
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2 votes
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Auto-update Contact in Contact Library
If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)
2 votes -
Auto-correct feature in or chat or email portal.
Auto-correct feature in or chat or email portal when submitting a request.
2 votes -
2 votes
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