6429 results found
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Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
3 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
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 -
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 -
Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
3 votes -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
3 votes -
My Robin Payroll
Integration with My Robin Payroll
3 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
3 votes -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Add Fields to Role
Being able to add a URL/Website to the Role Fields when setting up a document.
3 votes -
protect PDF attachment
What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.
3 votes -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
3 votes -
Show document name on expired document notification view
show document name or quote number on an expired document
3 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
3 votes
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