7202 results found
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Sort email attachments in order they appear in bundled document.
Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.
1 voteHi. 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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Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 votes -
Multiple Sender Names
Option to have multiple Sender Names for one login.
1 vote -
Document usage / tracking for how long users are editing documents
Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!
2 votes -
1 vote
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Client ability to customize PandaDoc Interface Navigation Menu
I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.2 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
27 votes -
Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.
In this case, the user can be restricted to see only their items or all the items, not by group.
Creating a workspace per team + per location and applying custom roles per location is not scalable.452 locations + 1.2k+ users
2 votes -
1 vote
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Ability to have a read-only field tag with pre-defined values
Ability to have a read-only field tag with pre-defined values when uploading the document with field tags
https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition
2 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
automation of changing/switching signers after the suggested edits have been made
client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.
2 votes -
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
2 votes -
Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
2 votes -
Add Column Width Controls - Names of Rooms and Docs Are Hidden
When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.
1 vote -
Add Margins to Design Template.
Can we please add page layout to the Saved Design Options?
Currently I have to adjust margins on every template I create even though I have a standard design.
1 vote -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
2 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
2 votes -
CPACharge
CPACharge integration
2 votes
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