7481 results found
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[Home] Select period more than 1 year in Home
Would like to be able to have an option in the Dashboard to see further than 1 year.
43 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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add image on the form link
add image on the form link
1 vote -
Separate branding on a template/document level
should be possible to define an indiviudal branding per document/ on a template level
3 votes -
Collect file fields notification
an email notification that an attachment is uploaded in the collect file fields.
1 vote -
Shorten URL Link
We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.
5 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
181 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
4 votes -
1 vote
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6 votes
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payments and extended editing options for a mobile app
ability to add custom bill value and delete pages/blocks for a document via mobile app
6 votes -
Move user(s) between workspaces
Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)
5 votes -
Option to set up field size and width when creating documents from a PDF via API
Set up field height and width while creating documents from a PDF via API
11 votes -
Podio CRM
Podio CRM integration
12 votes -
Edit revenue in application reporting
Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.
1 vote -
1 vote
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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
21 votes -
signature and document forwarding in forms
signature and document forwarding in forms
15 votes -
Bundles - Signature
Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)
1 vote -
Unpublish Form on the specific date
Option to make a form to be unpublished on an specific date
1 vote
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