314 results found
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Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
5 votes -
Two separate Authorize.net Accounts
Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.
3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
2 votes
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Custom payment option in recurring payment
Custom payment option in recurring payment
- will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
2 votes -
reporting data sent to email
reporting data sent to email
2 votes -
Report to view documents collaborators are on
Being able to run a report to view all of the documents there are collaborators on.
3 votes -
Conditionally display fields mapped over from salesforce
specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row
2 votes -
Import contacts with their addresses through the Gmail
Be able to import contacts with their addresses through the Gmail button.
2 votes -
Include attachments into document completed email notification
in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
Want to receive attachments as well assigned.7 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
3 votes -
Switch off admin notifications
Option to switch off "User joined workspace" notification for Admin users
6 votes -
2 votes
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more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
2 votes -
Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
3 votes -
Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
2 votes -
1 vote
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Request donation instead
request donations rather than a set payment when document is signed.
1 vote -
Support .XML file type
Upload .xml files
2 votes -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
1 vote
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