7447 results found
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3 votes
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Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Draft Document in Contact Details
Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.
3 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
3 votes -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
My Robin Payroll
Integration with My Robin Payroll
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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View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
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 an empty value to the content placeholder
Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)
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 -
Disable automatic webhook deactivation
Do not deactivate webhook automatically even if HTTP 4xx client errors occur
3 votes -
Download multiple documents (document folders) directly to computer
Download multiple documents (document folders) directly to computer
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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