7352 results found
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Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
4 votes -
Pre-define table and cell size
It would be useful to be able to manually set the size of a text block or table on a template so that when variables pull in text, the size of the text block or table cell doesn't vary between documents.
2 votes -
Have Document Summary on the left hand side panel without the Table of Contents
Allow the addition of a Document Summary without having the Table of Contents
4 votes -
Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Allow sending emails from our own domain
Allow us to send via our own domains via domain verification (DKIM, SPF and such).
The recipient experience will be greater and they will feel more secure in opening it.
3 votes -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function5 votes -
Have a user type that can see all workspaces automatically
It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.
1 vote -
8 votes
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Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
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.
2 votes -
"Refresh" button for the documents' statuses within PandaDoc inbox.
"Refresh" button for the documents' statuses within PandaDoc inbox.
2 votes -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
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.?
8 votes -
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
2 votes -
remove signature in settings
option to remove signature in settings
2 votes -
Add QES toggle setting to Templates
Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.
3 votes
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