6890 results found

1. Quote builder: ability to show vertical lines (borders) in the table view layout

   Ability to show vertical column lines to a quote

   3 votes

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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2. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

   Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

   3 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Approval workflow for templates (send template for approval)

   Approval workflow for templates (send template for approval)

   3 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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4. Automatically create a new Room when a new client is added

   When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

   3 votes

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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5. Document Status Update for Paid Installments

   A document status or indicator on the document when part of the installment has been paid.

   3 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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6. Integration with Flywire

   Payment Integration with Flywire

   3 votes

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   1 comment  ·  Payments  ·  Delete…  ·  Admin →
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7. Smart Forms Send via text (SMS)
   3 votes

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   1 comment  ·  Forms  ·  Delete…  ·  Admin →
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8. Unhide cost column by default

   Unhide the cost column by default

   3 votes

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Decline document button for UI more obvious for recipients

   Make decline document button more obvious in the UI

   3 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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10. Installments: ability to adjust the interval after a document is sent
    3 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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11. Quote builder: show product description only after a product is selected

    Ability to show product description only after a product is selected in the Quote builder

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. PCI Compliance
    3 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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13. Resize Header and Footer

    Have the ability to resize the Header and Footer

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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14. Option to resend a completed document to one of the signers for re-signing

    Option to resend a completed document to one of the signers for re-signing (without editing the document)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Add cash as a payment option

    Add cash as a payment option

    3 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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16. View document/template audit log for the approval workflow

    Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    3 votes

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    1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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17. Catalog - set a tax rate per product and have it automatically calculate on the pricing table

    set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. List of Documents with Transferred Ownership: View the New Owner

    View which documents had ownership transferred - view who the new owner is

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    3 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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20. Add rows to the pricing table in bulk

    I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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