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Refund option via PandaDoc
Refund option via PandaDoc.
5 votes -
Central Point for Users in Organization
Central place to review all the users and their membership in workspaces.
2 votes -
2 votes
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2 votes
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2 votes
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Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
6 votes -
6 votes
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Pass punctuation through into Tokens
Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).
3 votes -
3 votes
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Expand Pricing Table Descriptions
wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.
4 votes -
5 votes
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filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
3 votes -
Additional info on the signature certificate
Ability to add some information to be shown on the signature certificate (such as four last digits of the social security number, date of birth, etc. to verify the signer's identity)
4 votes -
5 votes
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1 vote
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Add PandaDoc contacts to Pipedrive
Ability to pull created in PandaDoc contacts to Pipedrive
1 vote -
3 votes
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1 vote
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Add payment app to completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
1 vote -
2 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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