6307 results found
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Email notification for Sender to verify that the document is sent
email notification that the document is sent
6 votes -
Ability to sort activity column to see "awaiting signatures"
provide a way to SORT the activity column
1 vote -
Disable option for $ in a discount column
Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.
1 vote -
Search field within PandaDoc inbox.
Search field within PandaDoc inbox.
1 vote -
Halo PSA
Integration with Halo PSA
1 vote -
smart content in header
be able to add smart content into the document header
5 votes -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
5 votes -
2 votes
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1 vote
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Pricing Table: Tier Pricing - Contact Us for 5000+ pricing
Currently there is no option on the pricing table for clients to contact us once they reach 5,000+ items - a price has to be entered.
When a client wants 5,000+ items, we want them to call us so we can customize for them.
Create an option for the client to be able to contact us
1 vote -
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt
1 vote -
update preexisting date field format when updating account settings
Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.
1 vote -
1 vote
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Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
Fix Bug: Number formatting wrong in PDF export
When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
Please fix this issue.2 votes -
2 votes
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Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 vote -
Upload a spreadsheet and convert into a table in a quote
upload a spreadsheet and convert into a table in a quote
1 vote -
A notification to be sent to Account Owner for every created Template or Document
A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.
2 votes -
'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
2 votes
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