6413 results found
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Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
Split pricing table
Split pricing table
15 votes -
Bulk upload documents from Google drive
Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.
2 votes -
Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
10 votes
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Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votes -
Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 votes -
Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
Ability to set the display recipient's email address and not their names in the list view.
Ability to set the display recipient's email address and not their names in the list view.
5 votes -
Format data coming in from Salesforce
Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.
3 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
5 votes -
1 vote
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1 vote
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Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Turn on the approval workflow only if the template has been altered
Turn on the approval workflow only if the template has been altered
1 vote -
Option to filter document in reporting via recipients name
Option to filter document in reporting via recipients name
5 votes
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