6612 results found
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Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
3 votes -
Calendly
ability to integrate Calendly
9 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
7 votes -
Ability to have multiple primary signers in Forms
Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.
6 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votes -
Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
2 votes -
Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
4 votes -
ChargeBee
Integration with ChargeBee
7 votes -
Ability to add comments to Audit trail
Ability to add comments to Audit trail
1 vote -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
Attachments blocks that can be placed all over the document content
Attachments blocks that can be placed all over the document content, not only at the end of the document
1 vote -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Edit the email of the sent document then auto resend it after it was changed
Edit the email of the sent document then auto resend it after it was changed
2 votes -
Identify Recurring charges in Catalog Import CSV
Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.
14 votes -
Ability to see any documents which need action taken in the dashboard
It would be useful to be able to see documents which are needing action by the user, regardless of if the document was sent to the user from someone outside of their account. Currently, documents pending action need to be searched for through searching emails. It would be useful to have the account be a one-stop-shop including any documents that need to be completed.
1 vote -
Add custom field value to the general product list view in Catalog
Add custom field value to the general product list view in Catalog
1 vote -
copy tables with formating
Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.
8 votes -
Bundle document in Salesforce PandaDoc module
Ability to click on the "+ Document" option in Salesforce's PD module
2 votes -
2 votes
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