6401 results found
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Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
3 votes -
My Robin Payroll
Integration with My Robin Payroll
3 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
3 votes -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Add Fields to Role
Being able to add a URL/Website to the Role Fields when setting up a document.
3 votes -
protect PDF attachment
What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.
3 votes -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
3 votes -
Show document name on expired document notification view
show document name or quote number on an expired document
3 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
3 votes
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Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
3 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
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 -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
add tags to documents created via zapier
add tag to documents automatically via zapier
3 votes -
Presentation mode on the Recipients side
When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
How can we change the standard viewing settings for the recipient?3 votes
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