7104 results found
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ability to see the name of the template/document you are going to delete in the pop-up window
ability to see the name of the template/document you are going to delete in the pop-up window
1 vote -
8 votes
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24 votes
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Dashboard Approval
Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.
14 votes -
Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
9 votes -
Content in reporting
Include document content in reporting (products, tokens, etc).
6 votes -
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
4 votes -
Paste signatures for each page of the document
Ability to add signatures for each page for uploaded document
4 votes -
Option to Remove AMEX for authorize.net
Option to Remove AMEX as payment option for authorize.net
1 vote -
Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
13 votes -
17 votes
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Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
20 votes -
Moving rows from one pricing table to another pricing table
The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.
13 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
48 votes -
[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes -
Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
1 vote
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Export the list of templates per workspace
export template title list per workspace
2 votes -
Prorated invoice option (automatic)
Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.
7 votes -
1 vote
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