7148 results found
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Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
4 votes
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Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
17 votes -
Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
46 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 to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes -
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
181 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Participants tokens to be passed from Pipedrive
(info about participants linked to a deal object, for instance)
3 votes -
Lock users from changing expiration dates
Lock users from being able to change the default expiration date on documents
4 votes -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votes -
Direct video uploading
Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)
15 votes -
42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Hide some pages from one of the signers / recipients
Hide some pages from one of the signers
49 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Disabling forwarding feature via API.
The ability to disable the forwarding feature via API for all the existing documents and all to come.
3 votes -
Template Editor SDK - Non-PD users
Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.
6 votes -
Edit the dimensions of insertable fields
It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document
9 votes -
Resize content blocks when an image is resized.
Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.
4 votes -
JIRA
Jira integration
4 votes -
10 votes
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