6446 results found
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'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
4 votes -
1 vote
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Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
Gastronovi
Integration with Gastronovi
1 vote -
Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
1 vote
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Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Option for recipient to not include their physical address when making a payment
option to remove the address for filling up for payment in payment methods
1 vote -
Ability to set the display recipient's email address and not their names in the list view.
Ability to set the display recipient's email address and not their names in the list view.
5 votes -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
3 votes -
1 vote
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The ability to access the status of each contract in Hubspot
access the status of each contract in Hubspot
1 vote -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
10 votes -
Adding to the Journal
The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?
This is from the Indiana Notary Guide:
For each remote notarial act, you must enter the following information in your electronic journal:
• The date and time of the remote notarization
• The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
• The title or description of the electronic record (document) notarized
• The full name of the principal
• A description of how…2 votes -
1 vote
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correct the documented created date feature
when you send a document, date doesn't show properly
1 vote -
1 vote
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1 vote
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