7629 results found
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to be able to to reply via email to the person who initiated the chat for documents sent via API
to be able to to reply via email to the person who initiated the chat for documents sent via API
4 votes -
Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote -
horizontal radio button
Ability to have radio buttons next to each other, instead of in a vertical column.
2 votes -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
1 vote
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Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
2 votes -
Filter API logs by custom date
It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard
4 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
3 votes -
Note for partial payment amount
The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)
-This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
5 votes
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