6501 results found
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Auto-assign Fields when uploading a PDF with Field Tags
At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?
1 vote -
My Robin Payroll
Integration with My Robin Payroll
3 votes -
1 vote
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2 votes
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more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
4 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
3 votes -
A notification to be sent to Account Owner for every created Template or Document
A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.
2 votes -
Be able to import csv with three decimals
Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three
1 vote -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
6 votes
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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 -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
Option to view right away signer of the Forms
- Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
1 vote -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
2 votes -
Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
With DocuSign,…
2 votes -
Track a document as a PDF instead of a Link
a way to track a document as a pdf instead of a link
4 votes -
Download completed document in docx format
Download completed document in docx format
2 votes -
Provision Workspaces via API
Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams
2 votes
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