257 results found
-
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
-
Edit contact in the document
ability to change the contact's name in the document
3 votes -
3 votes
-
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 -
Do not add text blocks when uploading a .docx file, but keep document editable
edit .docx files without using text blocks - after clicking "Convert document"
2 votes -
Use multiple email addresses for the same contact in bulk send csv
Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")
2 votes -
Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
Price write out option. For example if the total is $1,254.25 their should be an autofill option that will automatically write it out.
Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand
I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.2 votes -
Ability to have payment trail ( history ) in version history.
Ability to have payment trail ( history ) in version history.
2 votes -
Personal History of Changes: Undo previous actions within account / workspace
track my own history and undo previous changes
2 votes -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes
- Don't see your idea?