5517 results found
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Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
2 votesValeryia Baranava responded
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Waiting For Signature notification
alert the creator of a document that it is still waiting for a signature after like 48 hours
2 votes -
2 votes
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
cutomize/modify catalog items in the csv file
add spaces in a description column in csv so they will be visible in the catalog for relevant items
2 votes -
Ability to organize the Smart content into folders.
Ability to organize the Smart content into folders.
2 votes -
Most recent documents at the top first in Salesforce
if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.
2 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
smart content lock
smart content block option unavailability for content library.
2 votes -
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
2 votes
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Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
PAD
Allow Canadian PAD (EFT) for Stripe payments in the integration.
2 votes -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
2 votes
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2 votes
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2 votes
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Balance payment request
When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.
2 votes -
Reminder Tab in left-side navigation menu
Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.
2 votes
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