752 results found
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Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
3 votes
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Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
3 votes
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3 votes
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be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
3 votes
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes -
3 votes
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Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
2 votes -
Download a document bundle as a single file DOCX
Download a document bundle as a single file DOCX
2 votes -
Set expiration date instead of number of days
The ability to indicate a specific date for document expiration instead of putting in a number of days.
2 votes -
Option to Display Only Selected Document in Bundle Menu
Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.
2 votes -
To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes
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