6885 results found
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2 votes
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Boilerplate Version of Templates
Ability to have a clean version of Templates before the variables to send to clients.
2 votes -
Deactivate team member invitations that have been sent out by users who have been removed from the workspace
Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.
2 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
export csv for one document created from form
To download the CSV file for one form response, not for all responses from one form
2 votes -
e-invoicing formats for payments
e-invoicing formats for payments
2 votes -
Allow Auto-numbering in regular tables
Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.
1 vote -
Ability to change font color for non-numeric data (Subtotal, Tax, Discount, Total, etc) in lower section of pricing table
Change font color for non-numeric data (Subtotal, Tax, Discount, Total, etc) in lower section of pricing table
2 votes -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
Show user roles
Please show the user roles assigned in the user list.
1 vote -
Save information on hidden field under pricing table
Save information on hidden field under pricing table
2 votes -
Integration with Dazos
Integration with Dazos
1 vote -
Document Status: See All Approved List
Ability to see all documents approved even if it was sent or completed
2 votes -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs
If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.
2 votes -
Ability to send a notification reminder for a invoice document that is created from PandaDoc.
Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.
As per customer :
I should say that we do not use any of suggested payment gateway.
We just use an international swift payments thought the bank account.
So invoice is not linked to stripe, paypal etc.
It’s just a document which we provide for the client to pay our services.
Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?2 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Show indicators of headers/footers when text blocks overlap
Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.
1 vote -
Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.
It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.
1 vote -
Disable Payment Dashboard Icon
Would like remove the icon to have less "noise" within the PandaDoc platform
1 vote
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