7365 results found
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1 vote
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Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt
1 vote -
add shipping fees, packaging costs, rental fees, deposits, etc.
add shipping fees, packaging costs, rental fees, deposits, etc.
3 votes -
Ability to limit document creation for account users
Ability to limit document creation for account users
3 votes -
Set up (separate) notifications via API
Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)
3 votes -
1 vote
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Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
Fix Bug: Number formatting wrong in PDF export
When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
Please fix this issue.2 votes -
2 votes
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2 votes
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[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
3 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com
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Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
3 votes -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
2 votes -
legal validity of the documents generated / sigend through Pandadoc in Columbia
Legal validity of the documents generated / sigend through Pandadoc in Columbia
3 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.7 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
5 votes
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Editing signing order from the Send document window
The option to edit signing order from the Send document window.
6 votes
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