Skip to content
← Have an idea? Share it!

Settings and activity

4 results found

  1. Make the Finish button more clear

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    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 check the screenshot below!

    Eliza Murray supported this idea  · 

  2. Disable Finish Button

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Eliza Murray supported this idea  · 

  3. Completed to paid status manually

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    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!
    Payments

    An error occurred while saving the comment
    Eliza Murray commented  · 

    70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).

    Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.

    Eliza Murray supported this idea  · 

  4. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Eliza Murray shared this idea  ·