6974 results found
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[Quote Builder] Generate a line item report of the total items quoted after signature
Generate a line item report of the total items quoted after signature by client for fulfillment of the order?
1 vote -
Ability to pull Stripe subscription ID from product catalog
Ability to pull Stripe subscription ID from product catalog
1 vote -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
1 vote -
1 vote
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Ability to turn off reminder even the document was already sent.
Ability to turn off reminder even the document was already sent.
1 vote -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
1 vote -
download the CSV of document names and the deals linked
download theCSV of document names and the deals linked
1 vote -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Add videos in tables
The option to add videos within the table cells.
1 vote -
Ability to pull the Stripe payment ID from a document
Ability to pull the Stripe payment ID from a document
1 vote -
Check box additional settings
Even though field was not required signers should not be able to complete the document.
1 vote -
Disable Request review notification
Disable Request review notification
1 vote -
1 vote
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1 vote
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Integration or useful Zaps to use with HouseCall Pro
you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps
1 vote -
GuestRevu
Integration with GuestRevu
1 vote -
HubSpot: keep the document linked if Deal ID changes
Option to keep document linked in case Deal ID changes
1 vote -
Document/signature forwarding without knowing the email of the delegate recipient
The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.
1 vote -
Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote -
Disable latest activity - who has viewed the document
Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)
1 vote
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