4110 results found
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1 link to share document with all recipients
Have one link to share a document with all recipients instead of generating a different one for each user
10 votes -
"Clear Product" button in pricing table
A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:
1 vote -
1 vote
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Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
Hibob HR Software
Hibob HR Software integration
5 votes -
[Quote Builder]: Insert page breaks in Quote
To better manage item distribution in Quote Builder during PDF rendering.
12 votes -
1 vote
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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 -
1 vote
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Generate certificate for viewed documents or documents with no signature field
To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field
2 votes -
Ability to copy Pricing table from a completed document.
Ability to copy Pricing table from a completed document.
How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.
1 vote -
Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
2 votes -
Restrict adding fields
Option to disable user's the possibility to add fields on top of documents
1 vote -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
1 vote -
1 vote
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ability to fill out text fields that are put in place
once clicking "review document" have the ability to fill out text fields that are put in place
1 vote -
3 votes
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