5360 results found
-
Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Search bar for templates for the Google Workspace Add-On
The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.
Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.
1 vote -
attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to resend a document to a corrected email address instead of re-sending it to all of the recipient.
Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
Auto page break when convert to editable doc
When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.
6 votesLindsey Schocke responded
-
1 vote
-
[Bulk Action] Catalog: Update or change the price for multiple items
update or change the price in bulk in the catalog
1 vote -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votesValeryia Baranava responded
-
For the general account expiration settings to apply to all documents/templates, not only to new ones
Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.4 votes -
Save changes manually
Have the ability to save changes manually instead of relying on the cloud
6 votes -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes -
14 votes
-
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
11 votes
-
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.11 votes -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote
- Don't see your idea?