495 results found
-
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 -
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 -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
3 votes -
Reporting on Users and Licenses
Be able to pull a report on users and their licenses
3 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
Compare Files feature
ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat
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 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
3 votes
-
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
-
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
- Don't see your idea?