6507 results found
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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 -
move divide between image/text side by side
It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying
1 vote -
linked pricing: if a customer selects that they want more units of a product, a different set up fee is automatically adjusted.
Pricing of one item is linked to the other. FOr example, if a customer selects that they want more units of a product, a different set up fee is automatically adjusted
1 vote -
When adding a new approver they can't update any document that was created prior to the change.
When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.
1 vote -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
2 votes -
Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
collaborators can see the attached files
collaborators can see the attached files with the permission to view and comment the document
2 votes -
Ability to set a limit for the number of files being uploaded via the document creation.
Ability to set a limit for the number of files being uploaded via the document creation.
2 votes -
Transfer catalog from one workspace to another without Exporting and Importing
As of now, it appears that the only way to transfer the catalog from one workspace to another would be to Export it from one, and import it in the other. It would be easier to be able to have the option to transfer it to another workspace on the account.
4 votes -
Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.
The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.
4 votes -
Save specific pages to the Content Library together
For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.
1 vote -
Ability to generate URL for filtered documents list or set up default filtering options on workspace level
I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters
2 votes -
4 votes
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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
34 votes -
Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote
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