6439 results found
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Automatically set the document name (add date, etc)
An automation to set a documents name to attributes when created or changed would be a nice way to manage and ensure documents can be found later down the road. n
1 vote -
Ability to not show last name on the subject line when sending documents
Ability to choose not to show last name of the sender when sending documents.
1 vote -
Ability to upload/ support .txt file
Ability to upload .txt file
1 vote -
Make: keep the field empty in case there is no value to pass
Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".
1 vote -
Square: we have multiple locations but can only use one to take payment.
We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.
1 vote -
Catalog: price per thousand
Option to show price per thousand (currently, price per unit is shown)
1 vote -
Ability to determine if the sent document is a template or uploaded file
Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.
1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
API Response for Failed Deliveries
Specific response for when a document created/sent via API has not been delivered to the recipient.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
be able to preset pricing table in a template and update certain values like qty in API document creation
customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time
1 vote -
disable upload file option
Having the option to disable to upload file option within the PandaDoc editor
for end-users to not be able to add new documents1 vote -
Ability to send a document for signature after a payment has been made on the doc using Authorize.net
Ability to send a document for signature after payment has been made on the doc using Authorize.net
1 vote -
Home Tabs with Pricing Values
Bringing back the value to the Home Tabs
1 vote -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
1 vote -
Ability to add all catalog products into the pricing table.
Ability to add all catalog products into the pricing table.
1 vote -
Pricing table: apply discount to the line item tax total
Option to apply discount to the line item tax total
1 vote -
BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Email Alias
Ability to choose email address when sending documents.
1 vote -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote
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