Settings and activity

  1. 7 votes

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    Paul Cedric Guevarra supported this idea  · 
  2. 2 votes

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    Paul Cedric Guevarra shared this idea  · 
  3. 18 votes

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    Paul Cedric Guevarra commented  · 

    Feature to get a copy of an invoice from payment intergation after the signer paid the charges.

    - will allow the user to get a copy of the invoice after the signer pays the charges.

  4. 89 votes

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    Paul Cedric Guevarra commented  · 

    Added feature / option on the signature, that will allow it to appear when the recipient receive the email.

  5. 94 votes

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    Paul Cedric Guevarra supported this idea  · 
  6. 50 votes

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    Paul Cedric Guevarra commented  · 

    Option to include attachments when downloading a document and certificate

    Will allow the user to utilize the following options

    Option1: that party can open and view all contents and certificates but cannot download and save to their files all the respective contents.

    Option 2: i can download then send but unfortunately the download won't have the identification attached to the certificate and the receiving party may decline the request.

  7. 18 votes

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    Paul Cedric Guevarra commented  · 

    Option to Sort/Manage Document with Different Currency with Ability to display Total Value per Currncy

    User will have option to sort and see total value per currency

  8. 8 votes

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    Paul Cedric Guevarra commented  · 

    Option to have a recipient to sign the document and forward it to another signer.

  9. 51 votes

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    Paul Cedric Guevarra commented  · 

    Option to export the Fields answers from a document using CSV file.

    This will allow the user to download CSV file that contain Field answer from a document.

  10. 12 votes

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    Paul Cedric Guevarra commented  · 

    Option to add 1.75%-2.9% fee option on payment integration section

  11. 3 votes

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    Paul Cedric Guevarra commented  · 

    Option to send invoice automatically through PandaDoc once a client pays using client pays using authorize.net

  12. 4 votes

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    Paul Cedric Guevarra commented  · 

    Option on the document, when it was sent, the chosen item will show up on a page.

  13. 15 votes

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    Paul Cedric Guevarra commented  · 

    Option to set up auto-notification/email when the signer did not signed the document in a certain period.

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    Paul Cedric Guevarra commented  · 

    Option to have the Sender to receive the reminder aside from the signer

  14. 54 votes

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    Paul Cedric Guevarra commented  · 

    Optional cell in pricing table to put a product name and price breakdown from thhe main item

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    Paul Cedric Guevarra commented  · 

    Able to customize Pricing table to allow users to resize or cut it to segments to be aligned with PDF page break

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    Paul Cedric Guevarra commented  · 

    Pricing table can be resize to adapt in PDF page break.

  15. 14 votes

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    Paul Cedric Guevarra commented  · 

    Option to export Users data

  16. 38 votes

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    Paul Cedric Guevarra commented  · 

    Option to make content library items for Headers/Footers

  17. 81 votes

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    Paul Cedric Guevarra commented  · 

    Option to auto update the price of items on created template and document once updated in the catalog

  18. 7 votes

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    Paul Cedric Guevarra commented  · 

    Conditional Fileds - If the field in CRM is blank it will not show up in the document.

  19. 9 votes

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    Paul Cedric Guevarra commented  · 

    Option to Update Roles variables automatically after changing the signer of the account

  20. 35 votes

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    Paul Cedric Guevarra commented  · 

    Scheduled payment for QuickBooks