7290 results found
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microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address
microsoft teams integration:
sync with PandaDoc contacts when you add recipients, ability to add company details, address so on1 vote -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
[Bulk Action] Mass download templates
Mass download templates
50 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
2 votes -
A one-click sign all button
A one-click sign all button
8 votes -
forms can be renamed by recipient
The title of a form can automatically or manually be changed by form recipients.
5 votes -
Ability to select a line item as optional when a column is locked
Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked
6 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.5 votes -
Search cross workspaces for documents
Allow Search cross workspaces for documents
25 votes -
Ability to See Attachments on Mobile App - Ios
Attachments should be supported when viewing or signing on mobile app.
13 votes -
1 vote
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Ability to check the reporting specified to the customer.
Ability to check the reporting specified to the customer.
1 vote -
1 vote
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1 vote
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Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
4 votes -
No need to assign a specific payer/payers on a document
Anyone with access to the document can pay an assigned amount
No need to specify the payer's email address4 votes -
2 votes
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1 vote
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Rename "page properties" to "Section Properties"
Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.
Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.1 vote -
Ability to set the A5 format.
Ability to set the A5 format.
1 vote
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