7250 results found
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2 votes
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2 votes
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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 -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
2 votes
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2 votes
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Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes -
Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Customize hyperlinks in documents: options "open in new window" or "popup"
This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting
2 votesHello there,
Thank you for your feature request regarding external links! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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2 votes
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Adjust a payment app for documents in bulk
Should be possible to delete/add the payment method for selected documents in bulk
2 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votes -
Print a document, sign it and reupload
If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order
2 votes -
Set default placeholder names for fields
Option to change placeholder text in field blocks permanently
2 votes -
Javascript sdk hide fields in the viewer
Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.
2 votes
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