6492 results found
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Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
3 votes -
3 votes
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Enlarge uploaded signature
Enlarge uploaded signature after the signature has been attached.
3 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
3 votes -
Allow recipient to change information if it's incorrect from Saleforce variables.
Allow recipient to change information if it's incorrect from Saleforce variables.
3 votes -
Use the "Transfer Data To" feature with the new Advanced Quotes
Use the "Transfer Data To" feature with the new Advanced Quotes
3 votes -
The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
3 votes -
auto-numbering from column to column
Have a way to continue the auto-numbering from column to column, and page to page
3 votes -
3 votes
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Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
3 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Option to manually send the document to a new recipient (to a document in "sent" status)
Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically
3 votes -
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
3 votes -
3 votes
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Radio Buttons -Hide the Option Text
Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.
3 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
3 votes -
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
Ability to pass variables to a pricing table on a template when creating a document using Zapier.
3 votes -
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
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