174 results found
-
Option to filter document in reporting via recipients name
Option to filter document in reporting via recipients name
5 votes -
Ability to set the display recipient's email address and not their names in the list view.
Ability to set the display recipient's email address and not their names in the list view.
5 votes -
Send reports via email: Option to send leaderboard reports via email on a recurring basis.
Option to send leaderboard reports via email on a recurring basis.
5 votes -
disable email forwarding
ability to disable document forwarding for public view.
5 votes -
5 votes
-
Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
5 votes -
Shorten URL Link
We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.
5 votes -
Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
Add logic after a document is completed
Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)
5 votes -
5 votes
-
label documents as wet signature completed
label documents as wet signature completed
5 votes -
5 votes
-
Support SMTP servers
I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.
Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?
5 votes -
5 votes
-
Automatic backup
Automatic backup of documents and statistics.
5 votes -
"Pay here" custom button
Have an ability to create a button "Please pay by clicking on the...."
So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
As in some cases clients do not see the small green button to submit the payments.5 votes -
Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
4 votes -
4 votes
-
Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
4 votes -
more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
4 votes
- Don't see your idea?