7298 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 -
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
182 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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Option to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes -
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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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 -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
6 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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Ability to make a document private between the creator and the recipient
Ability to make a document private between the creator and the recipient
7 votes
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