206 results found
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4 votes
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Add the duplicate option to the Home page
Add the duplicate option to the Home page
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Presentation mode while being able to edit from the background
Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.
4 votes -
4 votes
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Signature option: When recipient chooses Type, don't have their name there as a default.
Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.
4 votes -
Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
4 votes -
Please add "Electronically signed and dated" to signature box so it appears on the actual document
Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.
4 votesHi there! 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! -
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 votesLindsey Schocke responded
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4 votes
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Modify Billing notifications
Modify Billing notification on payment subscription
4 votesValeryia Baranava responded
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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
4 votes -
CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
4 votes -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
3 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.
3 votes -
Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
3 votes -
Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
3 votes -
3 votes
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3 votes
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Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
3 votes -
Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
3 votes
