5360 results found
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Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
4 votes
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Restrict variable editing
Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature
15 votesLindsey Schocke responded
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Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
2 votes
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add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
7 votes -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes -
Change multiple instances of the same word at once
Ability to change multiple instances of the same word at once.
6 votes -
Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
6 votes -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote -
7 votes
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Update info on fields from their templates
Customer would like to post information on the fields from their custom CRM to the templates via API
1 vote -
Catalog - CSV additional settings format
Ability to import a CSV file with comma format on Cost and Prices.
2 votes -
Mandate Recipient passcode verification
Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "
5 votes -
update the auto-snapping feature
The autosnapping is not helpful and actually quite frustrating.
1 vote -
2 votes
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Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.
5 votes
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