6887 results found
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Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes -
2 votes
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Use Payfast in South Africa
PandaDoc does not have any integrated Payment gateways that can be used in South Africa.
2 votes -
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 -
Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
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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