7431 results found
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Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
5 votes -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
[Variables] more options for the Role variables/apply custom variables to the role
More options for the Role variables/apply custom variables to the role
1 vote -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
6 votes -
Reporting: document progress tracking based on roles
Add an option to view document progress throughout the signature workflow under Reporting. When using templates with multiple roles (e.g., Department 1, Manager, Staff), where each role represents a step in the signature process, users should be able to see which step the document is currently at, which recipients have already signed, and which recipients still need to sign.
2 votes -
A Download to CSV button on our All User page and on the Teams page
Ability to download a report that contains users with their role and their seat listed.
2 votes -
Home page for collaborators
When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.
2 votes -
Show past-due renewals in the “Upcoming Renewals” tab
Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.
2 votes -
Reorder items within the room
Reorder items (documents, folders) within the room
2 votes -
Add conditional logic to Tokens
Since PandaDoc integrates very well with most CRM software's, it would be very helpful to have conditional logic features based on the information PandaDoc is accessing through an integration from a CRM. Currently, it is extremely cumbersome to have to create separate PandaDocs for various client scenarios that are being pulled from a CRM. With conditional logic built into the Tokens this would streamline the process to allow one document to vary based on information inputted from the CRM
1 vote -
Fillable Fields: Remove anchoring of fillable fields inside tables or streamline the process.
Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.
Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.
2 votes -
Remove/Turn off send to SMS option.
By default, SMS is included along with sending the document via email. ("Email / Text (SMS)"). Request for the SMS option to be removed/turned off completely, for users that will never use this method.
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote -
Send more than one reminder within 24 hours
Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.
1 vote -
Filter documents based on Hubspot properties
I need to filter the documents by Hubspot properties
2 votes -
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days
1 vote -
payments through embedded signing
Use the payment integration within the embedded iframe to collect payments.
2 votes
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