365 results found
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Custom payment dates in recurring payment
Custom payment dates in recurring payment
- will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
13 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
12 votes -
Ability to add more contact information
Ability to add more contact information/create custom fields to populate information on the contact page.
2 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
2 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
2 votes -
Do not add text blocks when uploading a .docx file, but keep document editable
edit .docx files without using text blocks - after clicking "Convert document"
2 votes -
Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
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
6 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
2 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,…
2 votes -
2 votes
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PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
2 votes -
Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
2 votes -
Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
2 votes -
replace the PDF source file with API call.
replace the PDF source file with API call.
1 vote -
option to modify or delete commision number in Notary Stamp
option to modify or delete commission number in Notary Stamp
1 vote -
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.
4 votes -
Send documents for signature through SMS, without need for recipient email
Allow signing without email address by attaching identity of signer to account validated through SMS. Documents will be sent for signing through SMS.
2 votes -
1 vote
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text to voice features for people with disabilities
text to voice features for people with disabilities in Notary
2 votes
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