4525 results found
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Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
1 vote -
Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
1 vote -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
1 vote -
Option to show the paid amount on the completed document
- On the PDf of the completed document the paid amount will show up.
1 vote -
SDK for "Ruby"
- Official Ruby SDK in our website
1 vote -
1 vote
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Option to view details of when emails was sent when emails sent with copies of fully signed documents
Option to view details of when emails was sent when emails sent with copies of fully signed documents
- Will allow the user to view the details f when emails was sent when emails sent with copies of fully signed documents on the Audit trail.
1 vote -
Build Form Fields in PDF
Add form fields to make PDF interactable for offline signing
1 vote -
1 vote
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Download signature created or uploaded in PandaDoc account onto devices.
Download signature created or uploaded in PandaDoc account onto devices.
1 vote -
proposify migration
A feature to make it easier to migrate documents from Proposify to PandaDoc, to make it easier for customers to switch.
1 vote -
Formulas in regular table
Option to create formulas in regular table
1 vote -
Fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.1 vote -
1 vote
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Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
1 vote -
Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
1 vote
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1 vote
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download the files added to collect field via API
download the files added to collect field via API
1 vote -
Transfer data will also include other document contents
Transfer data will also include other document contents
2 votes
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