881 results found
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Restrict recipients from accessing other recipients' document link
Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.
2 votesHi,
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Filter Zapier generated documents
Ability to filter Zapier generated documents
3 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes -
Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
Routing functionality for whitelabeling
Ability to intelligently route responses to a specific inbox when using whiteladeling
2 votes -
a setup where both you and the person you’re sending on behalf of can receive email replies
Possibility where both the sender and the person they're sending on behalf of can receive email replies.
1 vote -
2 votes
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Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes
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