7352 results found

1. Microsoft Dynamics Discount option

   Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

   4 votes

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2. Reporting - Export filtered recipient who hasn't sign on document
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Document Forwarding Checkbox

   When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

   Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

   4 votes

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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4. Add indicator for expiring soon documents

   I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

   Request was added for Mobile app, but could be a common request.

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   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Video before the document displays

   Option to get a video to automatically pop up when a client opens the agreement

   4 votes

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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6. ACH payments for Australia accounts in AUD
   4 votes

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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Pull different products from Salesforce into different sections of a pricing table
   4 votes

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8. Braintree

   Ability to use braintree as a payment gateway

   4 votes

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9. Document Sequence variable
   4 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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:

   Use the sequence variable to populate the sequence number

10. Use customer name and address and not billing email in Quickbook Payments
    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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11. Sort contant library items alphabetically (when editing a doc)
    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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12. Approve document in mobile app - Editor 2
    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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13. Tag several documents at once
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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15. default option to make items optional or qty editable in the pricing table
    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. EV2. Border and footer header on all sides
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. customize triggers for Zapier setup
    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. Adding different prices for one item in catalog
    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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