7483 results found
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Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Document Bulk import to editable documents from docx files
Ability to convert multiple documents and make them editable
1 vote -
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,…
4 votes -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
4 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
4 votes -
export document data
export document data on waiting for signatures into excel
13 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
Payment integration - change status
Ability to remove/disable payment integration without altering or removing signatures on the document
1 vote -
Add GIF on Header
Ability to add GIF on headers
1 vote -
Ability to view pages beside each other
Ability to view document pages beside each other, like in Word
2 votes -
Import data to a table
We'd like to be able to bulk import data to a table
2 votes -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote -
Notification for documents not yet completed
Customer would like to be notified to all documents that are not yet completed every day or every couple of days
1 vote -
Add a custom message when sending approval
require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.
1 vote -
1 vote
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Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votes -
3 votes
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Edit the sent documents from Actions Required section
Have an option to edit the sent documents from the Actions Required section
4 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
18 votes
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