5896 results found
-
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 votesValeryia Baranava responded
-
2 votes
-
2 votes
-
2 votes
-
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 -
Ability to work with eForms using the mobile app.
Ability to work with eForms using the mobile app.
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 -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
2 votes
-
2 votes
-
Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes -
Customize hyperlinks in documents: options "open in new window" or "popup"
This would be great for links to external items such as your client testimonial videos or a link to schedule a meeting
2 votesHello there,
Thank you for your feature request regarding external links! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
-
2 votes
-
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votes -
Print a document, sign it and reupload
If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order
2 votes -
2 votes
-
zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.2 votes -
2 votes
-
Possibility to insert attachments via the document chat
Possibility to insert attachments via the document chat in any doc status
2 votes
- Don't see your idea?