7629 results found
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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 -
Gastronovi
Integration with Gastronovi
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 -
Option for recipient to not include their physical address when making a payment
option to remove the address for filling up for payment in payment methods
1 vote -
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 -
Adding to the Journal
The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?
This is from the Indiana Notary Guide:
For each remote notarial act, you must enter the following information in your electronic journal:
• The date and time of the remote notarization
• The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
• The title or description of the electronic record (document) notarized
• The full name of the principal
• A description of how…2 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 -
AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
17 votes -
Ability to hide Text Boxes in editor
An option to hide text Boxes in some proposals that has the same content but needs to hide some details
2 votes -
Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote
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