7311 results found
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Zoho: to pull information from subforms
Zoho: to pull information from subforms
12 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
lock the edit functions associated with the signature
PandaDoc should only lock the edit functions associated with the signature. Linking function should be outside of the edit/sign function, suggested by our customer.
1 vote -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
14 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
All customer to pay more than requested % of total.
Allow customers to pay for more than the requested percentage if they choose to.
1 vote -
Option to add multiple signature fields assigned to the list of recipients at once
Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists
17 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 votes -
AvaTax (Avalara)
Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.
8 votes -
comments feature for uploaded documents
comments feature for uploaded documents
5 votes -
Evalon (Fusebox)
Integration with Evalon (Fusebox).
1 vote -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
33 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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Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
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Zoho Inventory
Integration with Zoho Inventory
3 votes -
Certificate that complies with EU applying Regulation (EU) 910/2014.
Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.
2 votes -
Wire Transfer and pass the 4% charges to the Customer
Wire Transfer and pass the 4% charges to the Customer
2 votes -
4 votes
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ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
9 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes
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