6606 results found
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Melio
Hi, once API is up we really need melio integration.
3 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
3 votes -
Qwilr
Qwilr integration
3 votes -
Ability to search documents via the signature certificate ref. number.
Ability to search documents via the signature certificate ref. number.
3 votes -
3 votes
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Generate link for draft document
The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.
3 votes -
Filter manually completed documents via API call
filter out manually completed documents from the GET documents API call?
3 votes -
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 -
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
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