7355 results found
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2 votes
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Export the list of templates per workspace
export template title list per workspace
2 votes -
1 vote
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Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
1 vote -
3 votes
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Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
29 votes -
Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
54 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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10 votes
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Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
9 votes -
Smartsheet
Integration with Smartsheet
9 votes -
Pull information from changed library item to existing document
once CLI is changed, it will change info in the documents where this CLI was added.
1 vote -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
2 votes
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Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
44 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
13 votes -
5 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
20 votes -
Disable inline commenting (add a comment button) option
Disable add a comment button in documents
40 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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