7267 results found
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Bulk sends for a future date or to be sent for later
Ability to create bulk send to be sent for later
2 votes -
Hide rooms
Ability to hide rooms from users who are not part of them in the workspace
2 votes -
ISO 27001 Certification
ISO 27001 Certification
2 votes -
2 votes
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add a recipient to the folder to sign the documents
add a recipient to the folder to sign the documents
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Volume-based pricing: remove the former price from the Quote builder
Option to remove the former price from the Quote builder in case products have volume-based pricing
2 votes -
PandaDoc CPQ for Zoho
PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.
2 votes -
Ability to create one invoice per customer transaction across payment gateways
Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.
2 votes -
Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce
Is there a way to send the generated document to Salesforce after it's been approved?
2 votes -
Specify file location when uploading completed document to Greenhouse.
Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.
2 votes -
Hide contact suggestion when adding recipients on documents
The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).
2 votes -
Volume-based pricing: show pricing range
Would like the volume-based pricing to be listed without having to hover over it
2 votes -
Disable Document via link for existing documents/links
Ability to disable the Send via link for existing documents and make existing links invalid.
2 votes -
warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
2 votes -
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
hide line item in pricing table using smart content
Ability to hide line item in pricing table using smart content
2 votes -
Option to have 2 discount columns: percentage and amount
Option to have 2 columns that reflect discount: percentage and amount (with negative sign)
2 votes -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
2 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
2 votes
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