7426 results found
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1 vote
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 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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Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes -
freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
9 votes -
Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
1 vote
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Toggle to add/remove permission to print document before sending through PandaDoc
most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can create a custom role and disable the permission for a user to download their own documents.
For more information, please check the link below:
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Disable expiration time / ability to set no expiration on document [Workaround in comments]
disable expiration time
39 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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Option for fileds to have spaces to accomodate government ID numbers
Option for fileds to have spaces to accomodate government ID numbers.
2 votes -
Transfer data from fields into a pricing table
I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table
1 vote -
Move products up and down with arrow
Allow users to move products up and down the pricing table by clicking an UP or Down arrow
2 votes -
Hide names of assigned roles in Forms
Be able to hide the person's name assigned to roles within forms from other signers.
2 votes -
1 vote
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The ability to see the message written in the body the email without having to be CC'd on a document.
The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?
2 votes -
18 votes
Hi. 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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Notification for signed but did not hit the Finish button
Notification for signed but did not hit the Finish button
23 votes -
2 votes
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Conditional workflow based on which new pages of a document will be opened (due to actions conducted by a recipient)
I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears
2 votes -
Sort Forms into different folders
Folder organization for Forms.
33 votes
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