7089 results found
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Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
2 votes -
Ability to split pages into columns on the document level.
Ability to split pages into columns on the document level.
2 votes -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
8 votes -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
2 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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The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
1 vote -
Enable 2 (multiple) payment gateways for documents.
Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.
5 votes -
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 -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
Option to hide columns in the pricing table once sent only
- will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
1 vote -
Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
contract negotiation - "request review" button on the sender side.
Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).
I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…
1 vote -
reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votes -
3 votes
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