7609 results found
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Direct native integration with Airtable
PandaDoc Integration with Airtable
30 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
9 votes -
1 vote
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Email message display
Make the email message box display bigger/wider.
1 vote -
1 vote
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1 vote
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Legal Clause Deviation Notification / Reporting
Customer is interested in having a notification/reporting for "legal clause deviations"
example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)
6 votes -
Differentiate between internal and external signer
Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.
1 vote -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay5 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
CC'd recipient: document status change
When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.
8 votes -
Quickbooks sales tax automation
Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.
4 votes -
UGAP reference
UGAP reference needed
1 vote -
Adobe E-sign
wants to sign completed docs with adobe esign
1 vote -
stop the email/reminders on the recipient's end
stop the email/reminders on the recipient's end
1 vote -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes -
Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
Payment Receipt from PandaDoc
Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.
Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.
65 votesHi,
This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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