Add radio buttons

The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

Have an option to change timezone of the application to AEST.

Allow for information put into fields to be exported as a CSV or Excel file.

Customers can customize what should be included in a activity csv report file.

The option to download audit trail.

CFR

Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

ability to disable Signature Certificate for completed documents

The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

add a contact group (one name) with 3 email address inside it.

example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

Accessibility in PandaDoc

Send a document without assigning signature field.

ability to enable multiple currencies on the dashboard

Make PandaDoc QES compliant