823 results found
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Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
2 votes -
Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
2 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
2 votes -
Option to set time zone for notifications
To have the option to set a time for notification since we do not want to receive notification during weekends
2 votes -
hide documents with a certain tag
a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".
2 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
2 votes -
Filter to Exclude Moved Documents (i.e., Documents in Folders)
Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.
2 votes -
Reporting - export all documents associate to a specific template
Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.
2 votes -
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 votes -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
3 votes -
desired cost per seat and then the app would calculate the necessary discount
desired cost per seat and then the app would calculate the necessary discount
2 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 -
SSO: SCIM 2.0
SSO SCIM 2.0
5 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
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