6100 results found
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Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
38 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
257 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
8 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
3 votes -
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below.
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Forwarding two signatures to different signatories
An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.
3 votes -
Option on Mobile App to add Blocks
Option on Mobile App to add Blocks
9 votes -
MS Dynamics: to show Date Only without time stamp
to show Date Only without time stamp when a document is created
1 vote -
2 votes
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Thai language for PandaDoc platform
Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.
2 votes -
6 votes
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ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
1 vote
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1 vote
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use the API to combine templates
For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document
2 votes -
2 votes
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2 votes
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Undo signature
Ability to undo a signature for one specific user instead of erasing the entire document.
5 votes -
Ability to create forms via API.
Ability to create forms via API.
4 votes -
7 votes
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