495 results found
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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 -
Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Document Analytics: Recipient Device Used
The ability to see what kind of device your recipient used when signing/opening the document
3 votes -
Pay invoices via Billing page in PandaDoc
At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)
3 votes -
Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
Auto-correct feature in or chat or email portal.
Auto-correct feature in or chat or email portal when submitting a request.
3 votes -
3 votes
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Edit contact in the document
ability to change the contact's name in the document
3 votes -
3 votes
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Bulksend report
Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.
3 votes -
Pass punctuation through into Tokens
Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).
3 votes -
Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
2 votes
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
2 votes -
Reporting: Include Unique Recipient Links
Get a CSV file with a list of unique document links for all documents
2 votes -
Sync Role changes with SSO IDP changes
So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.
It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.
2 votes -
Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes
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