7108 results found
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Change expiration date via mobile app
Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app
2 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
2 votes -
change page type
Ability to change the page type after the page has been created and items have been added
2 votes -
Wolters - Kluwer (CCH) CRM
wolters - kluwer (CCH) crm integration
2 votes -
Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
6 votes -
Improved connection to Square
As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.
6 votes -
add thank you message display after the form summation
add thank you message display after the form summation
6 votes -
Export the list of Paid documents.
Export a list of paid documents with the name, amount and date it was paid.
4 votes -
youtube search
The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.
It would be far easier to search YouTube from within Panda doc.
If you could limit the scope of search to a specific account even better.1 vote -
Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
15 votes
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Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Tab indents first line instead of entire paragraph
I'd like to indent the first line of a paragraph, but when I press tab it indents the entire paragraph.
3 votes -
Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
11 votes -
connect an agreement to a specific Stripe Product
connect an agreement to a specific Stripe Product
4 votes -
Using the PandaDoc API to get Stripe Customer ID
Can we get the capability to use the PandaDoc API to get the Stripe Customer ID
1 vote
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