5387 results found
-
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
2 votesValeryia Baranava responded
-
6 votes
-
Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
4 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
19 votes -
Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
14 votes -
Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
16 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
Ability to write and read a message in the chat box on a document through the api
Ability to write and read a message in the chat box on a document through the api
2 votes -
Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
3 votes
-
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
3 votes
-
Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
-
Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
5 votes -
Add Tax field to Zapier 'Create Document in PandaDoc' action
The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.
This means we can't include tax on our quotes.
It includes all the other important fields, so it would be great if this one could be added.
7 votes -
Renewal Reminders to various recipients
A feature to reminder for renewals to various recipients will be great!
7 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
9 votes -
Copying a document from the document page
Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.
7 votes
- Don't see your idea?