6454 results found
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Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)
When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.
1 vote -
notify the first signer that the counter-signed one is ready for them to download
Have the ability to notify the first signer that the counter-signed one is ready for them to download.
1 vote -
Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".1 vote -
Ability to resize video content blocks
Ability to resize a video once it has been added to a document.
1 vote -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
1 vote -
In-app ROI calculator
Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
https://qwilr.com/features/roi-calculator/1 vote -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
2 votes
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Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 votes -
Set Exclusion Rules for Salesforce Status Triggers
Set Exclusion Rules for Salesforce Status Triggers
2 votes -
automatic collection - stripe
automatic collection - stripe
help collect payments that may have otherwise been unsuccessful
2 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
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 -
2 votes
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Search for product catalog items by category
Option to search for product catalog items by category
1 vote -
Edit font family for catalog items Name and Description within Catalog
Edit font family for catalog items Name and Description within Catalog
4 votes -
Import contacts with their addresses through the Gmail
Be able to import contacts with their addresses through the Gmail button.
2 votes -
1 vote
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Signing order for CC recipients: CC person view first then only the signer recipients need to sign
Signing order for both for CC recipients and signers
7 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
3 votes
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