7359 results found
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Separate Room templates into folders
Separate Room templates into folders
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
3 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
Convert a document directly to a form
I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.
3 votes -
Add an API to retrieve Product Catalog Categories
Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.
3 votes -
[MOBILE APP]: Add 'Waiting for Others' tab on home page of app
Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly
3 votes -
Conditional Fields: Smart Formatting
Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.
3 votes -
Quite builder: show the contract total value before tax
Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.
3 votes -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
3 votes -
[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Cash App integration for payment option
Cash App integration
3 votes -
Quote builder: ability to show vertical lines (borders) in the table view layout
Ability to show vertical column lines to a quote
3 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
3 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
3 votes -
Document Status Update for Paid Installments
A document status or indicator on the document when part of the installment has been paid.
3 votes -
Integration with Flywire
Payment Integration with Flywire
3 votes -
Suggest edits on uploaded documents
Suggest edits on uploaded documents
3 votes -
3 votes
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Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes
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