7112 results found
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Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
2 votes
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2 votes
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Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
2 votes -
2 votes
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2 votes
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PAD
Allow Canadian PAD (EFT) for Stripe payments in the integration.
2 votes -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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add multiple background images on a page
add multiple background images on a page
2 votes -
Balance payment request
When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.
2 votes -
Ability to work with eForms using the mobile app.
Ability to work with eForms using the mobile app.
2 votes -
Option to have Send Document EmailL content to be in the Hubspot activity
Option to have Send Document EmailL content to be in the Hubspot activity
2 votes -
Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes
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