7683 results found
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Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
3 votes
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Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
3 votes
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Support vectors
Support uploading vector graphic such as logos in eps format.
3 votes -
3 votes
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes -
Creating email notifications/ tasks sent to the document owner/ sender
Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.
2 votes -
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
Use tokens to populate email templates - i.e customers name
Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.
2 votes -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
2 votes -
Approval workflow after document is sent, and before automatic invoice generation
approval step that triggers after a document is sent to the client but before an invoice is created or sent.
2 votes
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