7064 results found
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Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes -
Move automation for Customers and Creators
Move to Folder xy when document was created by xy
Move to folder xy when „Berater“ or „Customer“ is xy
Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
Also customer folders would be nice i always do this manually.
Thanks!0 votes -
SKU to be included in the item name
Include SKU in the item name when an item is selected from the catalog to be added on their pricing table
1 vote -
Request for Quotation RFQ
Customer would like to have the feature to Request for Quotation RFQ from their clients
2 votes -
Move US to top of dropdown country selection in payment processor
is there any way to move the option of United States to the top of the dropdown country selection when people are paying?
1 vote -
Upload electronic signature to sign a document
Option to upload a signature (which is not an image) to sign a PandaDoc document.
1 vote -
Ability to not show last name on the subject line when sending documents
Ability to choose not to show last name of the sender when sending documents.
1 vote -
possibility of having the fields automatically relocate to the correct position when a new row is added
possibility of having the fields automatically relocate to the correct position when a new row is added
2 votes -
Ability to upload/ support .txt file
Ability to upload .txt file
1 vote -
Make: keep the field empty in case there is no value to pass
Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".
2 votes -
Square: we have multiple locations but can only use one to take payment.
We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.
1 vote -
Catalog: price per thousand
Option to show price per thousand (currently, price per unit is shown)
1 vote -
Ability to determine if the sent document is a template or uploaded file
Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.
1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
API Response for Failed Deliveries
Specific response for when a document created/sent via API has not been delivered to the recipient.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
be able to preset pricing table in a template and update certain values like qty in API document creation
customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time
1 vote
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