507 results found
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Payment pop ups before clients have viewed the document
Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.
2 votes -
2 votes
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Integration with AI redlining/contract review tool
Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
2 votes
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Signed by Me Section
Section to view all documents I signed
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below! -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
2 votes
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Combining PDFs
combine pdfs in single file
2 votes -
Ability to use the same email for multiple account ownership
i.e The ability to have 2 separate companies and be the account owner for them using the same email address.
2 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
Payment Gateway: NCR payment solutions
The ability to integrate with NCR payment solutions
2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Ability for users to subscribe to separate plans
the ability for users to subscribe to a different plan while part of a workspace from another account
2 votes -
Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes
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