361 results found
-
Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
5 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
4 votes
-
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
6 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…4 votes -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.3 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 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:
-
Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
1 vote
-
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
7 votes -
Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote
- Don't see your idea?