4071 results found
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Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
Count all the templates/documents in folder (including subfolders)
Be able to see the number of all documents/templates in the folder (including subfolders)
2 votes -
2 votes
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2 votes
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2 votes
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PDF Portfolio files to be supported by PandaDoc
At the moment we don't support PDF Portfolio file upload in PD documents.
2 votes -
2 votes
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API get signature details
For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.
2 votes -
Tokens working in embedded template
tokens for template embedded
2 votes -
Add a checkbox for internal or external on templates
"Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."
2 votes -
2 votes
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2 votes
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Automatic PDF attachment to email within the Bulk Send feature
Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.
2 votes -
2 votes
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include the Bill To First and Last Names to Authorize.net payments
include the Bill To First and Last Names to Authorize.net payments
2 votes -
Customer Facing Tutorials
Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.
Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.
2 votes -
TaxJar
TaxJar integration
2 votes -
2 votes
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Save PandaDoc to the desktop via drag and drop
Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.
2 votes -
2 votes
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