3784 results found
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Button for Clearing all the fields in adocument
The option/button to clear all the fields at once.
8 votesValeryia Baranava responded
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Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.Â
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Freshworks
Client would like direct integration with freshworks
8 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
8 votes -
Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table
An ability to pull the catalog items data through the variables into the document/pricing table
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
8 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Option to Not make a recipient as signer when assigned to a field
Option to Not make a recipient as signer when assigned to a field
8 votes -
Encrypt emails
Encrypt emails
8 votes -
Set design (bold, etc) via API
design via API
8 votes -
8 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
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Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.8 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
8 votes -
8 votes
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Pricing table: quantity as variable
Allow to map quantity of items to certain variables
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Edit text formatting in template when using data merge feature
The ability to edit the pricing table formatting in the template when using the data merge feature
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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8 votes
