6795 results found
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Add cash as a payment option
Add cash as a payment option
3 votes -
Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
5 votes -
Automations: change document name after document completion
Change document name after document completion
4 votes -
Automatically disable form
Ability to automatically disable forms once a number of signers and payment is reached.
2 votes -
Enable Recipients to Select Items from the Entire Catalog
Option for recipients to select items from the entire catalog
2 votes -
2 votes
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Show Payment Value at the email sending pop-up when you send the document
Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value
2 votes -
Catalog - set a tax rate per product and have it automatically calculate on the pricing table
set a tax rate per product and have it automatically calculate on the pricing table
3 votes -
[bulk action] download contacts
The ability for users to mass-download all of their contacts without needed to reach out to support
2 votes -
Recipient view: making the green download button and the "other actions > download" option consistent
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Making the green download button and the "other actions > download" option consistent.
2 votes -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
6 votes -
Page layout UX improvements
Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.
1 vote -
Option to remove the white bar in the embedded document view
When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.
1 vote -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
Calculate the subtotal based on the discount of one item instead of based on the full quantity
Calculate the subtotal based on the discount of one item instead of based on the full quantity.
If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY2 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
2 votes -
6 votes
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Hide/conceal information in variables from a recipient
Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.
3 votes -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote
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