487 results found
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Designate a member to have access to a specific document only
The customer requests the capability to upload a document or file and designate only one member to see the uploaded document or template file.
1 vote -
1 vote
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Inbox: Mark all as read at once
Inbox: Mark all as read at once
2 votes -
2 votes
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1 vote
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recurly invoice as word doc
recurly invoice as word doc
2 votes -
Signed by Me Section
Section to view all documents I signed
2 votes -
Resending document and voiding them
Customer would like to have an option to resend a document marking it as void
1 vote -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
10 votes -
Ability to purchase features individually
The option for users to purchase features individually for any plan instead of having to purchase certain plans to unlock those features.
2 votes -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
automatically insert a URL link into a downloaded PDF
Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.
1 vote -
rename pdf copies of Recurly invoices
Please include your company name in the naming of your invoice file. It is best practice for those who save these files.
2 votes -
PDF copies of PandaDoc Help Center articles
PDF copies of PandaDoc Help Center articles
1 vote -
2 votes
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Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
1 vote -
Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
Gmail extension: Create documents
Ability to create documents via the Gmail extension.
1 vote -
use the name of the workspace as a White labeling sender
use the name of the workspace as a White labeling sender
1 vote -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
1 vote
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