6974 results found
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Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt
1 vote -
1 vote
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Turn off by default the deleted documents in the reporting feature
Turn off by default the deleted documents in the reporting feature
( Include deleted documents in figures)
https://pandadoc.zendesk.com/agent/tickets/4791171 vote -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 voteHi,
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 video:
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Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote -
Ruby SDK
Official Ruby SDK for PandaDoc
1 vote -
1 vote
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Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)
Option to view details of when emails was sent with copies of fully signed documents
- Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
1 vote -
1 vote
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Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
download the files added to collect files field via API
download the files added to collect field via API
1 vote -
Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
1 vote
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1 vote
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Add multiple images for each item in Quote Builder at the same time
Add multiple images for each item in Quote Builder at the same time
1 vote -
Use Product Catalog custom field (i.e. Manufacturer) as filter or search criteria when adding product catalog items to a pricing table
Ability to filter by custom field when add products to the pricing table
1 vote -
Show documents created via Zapier in Monday.com
Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.
1 vote -
Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1 vote -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
1 vote
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