7149 results found
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Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
8 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Information Fields (Non Role)
The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.
1 vote -
1 vote
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1 vote
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If only one source file is uploaded, then automatically download as one file.
Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?
1 vote -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
2 votes
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Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 votes -
Default Document Sender
By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner
1 vote -
Auto update variables data in PandaDoc once Zendesk fields are updated
Auto update fields data in PandaDoc once Zendesk is updated
1 vote -
1 vote
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Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
1 vote -
1 vote
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provide csv or report of bulk send recipients that havent signed
provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed
13 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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Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes -
Copper - pass Work phone number as a token
The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.
2 votes -
Made by PandaDoc when adding the background image
There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
It would be great to add this feature when you add a background image (to use media created by PandaDoc).1 vote -
19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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