6462 results found
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Pay invoices via Billing page in PandaDoc
At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)
3 votes -
Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
3 votes -
Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
3 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
3 votes
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to be able to control the user's progress in filling up the fields in a document
to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first
3 votes -
Link Salesforce record expiration settings
Link Salesforce record expiration setting to PandaDoc document
3 votes -
3 votes
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Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes -
3 votes
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3 votes
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3 votes
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Pull user email address from Contact object in MS Dynamics
Pull user email address from Contact object in MS Dynamics
3 votes -
Freshsales custom fields as tokens
Make custom fields in Freshsales visible as PandaDoc tokens.
3 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes -
PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
3 votes
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