7252 results found
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10 votes
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Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1 vote -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 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 -
Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
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 -
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 -
Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
3 votes -
1 vote
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1 vote
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Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Ability to hide Text Boxes in editor
An option to hide text Boxes in some proposals that has the same content but needs to hide some details
2 votes -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote -
Turn on the approval workflow only if the template has been altered
Turn on the approval workflow only if the template has been altered
1 vote -
Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.
Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.
1 vote -
Option to filter document in reporting via recipients name
Option to filter document in reporting via recipients name
5 votes
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