4071 results found
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Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Ability to received a combined PDF for FORM responses
Ability to received a combined PDF for all FORM responses
1 vote -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
3 votes -
Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
2 votes -
Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
1 vote
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Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Ability to create a task in ClickUp for every time a Pandadoc Form is completed
An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️
2 votes -
Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
1 vote -
Abillity to have an auto reply within proposal/documents
Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
[Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.
Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.
5 votes -
Fill in variables on the template level
Ability to fill in variables on the template level
3 votes -
5 votes
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Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
4 votes -
2 votes
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Gastronovi
Integration with Gastronovi
1 vote -
2 votes
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option to remove signature field's frame/border
option to remove signature field's frame/border on a sent document
2 votes
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