257 results found
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Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes -
Disable option to create a new account under specific domain
Disable option to create a new account under specific domain
3 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,…
3 votes -
3 votes
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Enlarge uploaded signature
Enlarge uploaded signature after the signature has been attached.
3 votes -
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
3 votes -
Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
3 votes -
Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes -
Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
Ability to automatically pause a subscription
Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.
3 votes -
3 votes
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Sort Contacts by Company
Would be great to be able to sort Contact book by Company alphabetically.
3 votes -
Fields & Contacts sync in app
I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.
3 votes -
countdown on the document
countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)
3 votes -
Ability to assign or change licenses for mass users in bulk
The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..
3 votes -
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
3 votes
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Add a Suggestion Box
A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William
3 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
3 votes
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