4092 results found
-
Option to hide unfilled / unpopulated variables during printing or sending the document
Option to hide unfilled / unpopulated variables during printing or sending the document
- Will allow the user to hide variables during or before printing the document
31 votes -
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
2 votes -
Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
3 votes -
Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.
5 votes -
Restrict variable editing
lock down these variables so they cannot be edited within PandaDoc
8 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
3 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
3 votes -
Chat Notification: email notifications for chat messages
As a user,
I want to recieve an e-mail notification when a new chat message has been send in a document.
so that I don't have to manually check or use the app to be notified of a new message.10 votes -
audit trail available on the signed document (not in the editor) within the signature field
audit trail link or option within the signature field - before or after the recipient signs the field
3 votes -
Have Monday.com sub-item columns on the parent item variable list
Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.
7 votes -
1 vote
-
4 votes
-
The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
3 votes -
Present Mode - resize
more options to resize Present Mode
5 votes -
Fonts for signatures - Set Default font option or Add Font for Signature Field
Fonts for signatures - Set Default font option or Add Font for Signature Field
34 votes -
limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
Calendly
ability to integrate Calendly
9 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
4 votes -
add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
3 votes
- Don't see your idea?