7425 results found
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Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
LimeSurvey
Integrate PandaDoc with LimeSurvey
3 votes -
Delete info on fields all at once
Customer would like to have an option to delete all info on the fields all at once.
2 votes -
Linked product groups within the pricing table.
Linked product groups within the pricing table.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.
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Contacts: Allow creation of different contacts with the same email address
Ability to create different contacts with the same email address (shared email address)
10 votes -
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
5 votes -
Manual Payment Selection for Wire and Check Transactions
I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us
2 votes -
Option to export payment history
Option to export payment history
2 votes -
Zettle payment integration
Zettle payment integration
2 votes -
Option for E-Transfer or Visa Request for One-Time Payment
Option for E-Transfer or Visa Request for One-Time Payment
2 votes -
Integration with National Bankcard
Integration with National Bankcard
2 votes -
Indonesian payment gateway doku.com
Payment gateway supported in Indonesia such as doku.com
2 votes -
Israel approved payment gateway
The client would like to use payment gateways, but they need to be approved in Israel.
2 votes -
SwipeSimple payment gateway
SwipeSimple payment gateway
2 votes -
Simply Easier Payments
Simply Easier Payments payment integration
2 votes -
Paystack payment gateway
Option to integrate Paystack payment gateway
2 votes -
M-Pesa payment integration
M-Pesa payment integration
2 votes -
Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
4 votes -
When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due
When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.
1 vote
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