489 results found
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Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
10 votes -
Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
10 votes -
Change the color of a default contact picture
It's set randomly now for every new contact.
10 votes -
conditional rule for text field
conditional rule for text field
9 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
9 votes -
Email validation
Email validation for contacts
9 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
9 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
9 votes -
8 votes
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Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
8 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
8 votes -
Maintain recipient information for multiple documents
When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.
8 votes -
Create Powerpoints and Documents
In addition to creating documents, customers would also like to create slideshow/ppt presentations
8 votes -
Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
8 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
8 votes -
Accessability of PDFs in PandaDoc
PDF's created trough PandaDoc contain accessibility https://helpx.adobe.com/acrobat/using/create-verify-pdf-accessibility.html
8 votes -
Report to view documents collaborators are on
Being able to run a report to view all of the documents there are collaborators on.
7 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
7 votes -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes
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