7585 results found
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quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
3 votes -
Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
7 votes -
Signing order: sender should be able to fill out the document without the need to open it in the email
Signing order: sender should be able to fill out the document without the need to open it in the email.
For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png1 vote -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
4 votes
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Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
4 votes -
SKU to be included in the item name
Include SKU in the item name when an item is selected from the catalog to be added on their pricing table
1 vote -
10 votes
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Move US to top of dropdown country selection in payment processor
is there any way to move the option of United States to the top of the dropdown country selection when people are paying?
1 vote -
audit trail available on the signed document (not in the editor) within the signature field
audit trail link or option within the signature field - before or after the recipient signs the field
3 votes -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
4 votes -
Upload electronic signature to sign a document
Option to upload a signature (which is not an image) to sign a PandaDoc document.
1 vote -
Ability to not show last name on the subject line when sending documents
Ability to choose not to show last name of the sender when sending documents.
1 vote -
Smart Content: restrict adding more than one condition within one rule
Restrict users from adding more than one condition to the rule within the Smart Content Block.
3 votes -
4 votes
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Ability to upload/ support .txt file
Ability to upload .txt file
1 vote -
Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 votes -
Square: we have multiple locations but can only use one to take payment.
We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.
1 vote -
Catalog: price per thousand
Option to show price per thousand (currently, price per unit is shown)
1 vote
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