2930 results found
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Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 votesValeryia Baranava responded
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Wise
possibility to integrate Wise (payment method) to Pandadoc
16 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
5 votes -
2 votes
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2 votes
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14 votes
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Limit supported file types accepted by Collect Files Field
It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.
10 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
32 votes -
3 votes
Hi. 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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decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
3 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
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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View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
355 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
10 votes -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
4 votes
Lindsey Schocke responded
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27 votes
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