7095 results found
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send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
1 vote
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In-App notification for New Features
Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.
1 vote -
1 vote
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
1 vote
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UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
Transfer data from fields into a pricing table
I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table
1 vote -
1 vote
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1 vote
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Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works
An option to add in the forms a click to download a document.
Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.1 vote -
1 vote
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1 vote
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Apostrophes in emails
Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com
1 vote -
Give an option whether to show or hide the left hand document sidebar
The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.
With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…
1 vote -
Doc 2 doc for multiple pricing tables
Doc 2 doc for multiple pricing tables
1 vote -
1 vote
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Ability for payable recipient to view Invoice prior to paying, generate invoice before payment
When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.
1 vote -
Improve intuitiveness for signer to forward a signed doc for payment
After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.
1 vote
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