7198 results found
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Search by Document & Template ID
Ability to search for documents and templates by ID.
6 votes -
Note for partial payment amount
The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)
-This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
6 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votes -
Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6 votes -
Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.
One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.
6 votes -
6 votes
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6 votes
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6 votes
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Editing signing order from the Send document window
The option to edit signing order from the Send document window.
6 votes -
Automatically add roles when you add smart content with the content library items.
Option to automatically add roles when you add smart content with the content library items.
6 votes -
The ability to center / align all information in the pricing table (QTY, Price, etc).
Right now, we can only center the text for text columns.
6 votes -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
6 votes -
Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes -
6 votes
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