7208 results found
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[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9 votes -
73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Choose which Admin will receive Workspace Join Notifications
Choose the person who will receive notifications to join ws via internal link so not all admins receive them.
2 votes -
2 votes
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2 votes
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To work with Dragon Software - or other dictation software
It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.
2 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
20 votes -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
1 vote
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1 vote
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Quality of the uploaded PDF
PDF upload improvements so the quality stays the same.
4 votes -
9 votes
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References in the Pricing Table
Ability to add references to the pricing table.
9 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
15 votes -
[Reporting] Salesforce Activity
Salesforce reporting feature with PandaDoc integration.
7 votes -
Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
11 votes
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