6935 results found
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Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Create another Role like the Manager without the ability to add new users.
We need users to be able to look at all docs. within the workspace, but we need governance around new users.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Upload a spreadsheet and convert into a table in a quote
upload a spreadsheet and convert into a table in a quote
4 votes -
Make a checkbox like a radio button (see description)
From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.
More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.
3 votes -
Unassigned option on Owner filter
Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.
2 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
16 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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Show list of all contacts in the document when typing a recipient
I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.
3 votes -
Allow Table of Contents to have multiple columns
Please add a feature where we can split a table of contents into multiple columns on a page.
2 votes -
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.
3 votes -
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.
4 votes -
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.
3 votes -
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 -
Ruby SDK
Official Ruby SDK for PandaDoc
1 vote -
1 vote
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Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)
Option to view details of when emails was sent with copies of fully signed documents
- Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
1 vote -
1 vote
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Download signature created or uploaded in PandaDoc account
Download signature created or uploaded in PandaDoc account
3 votes -
Option to migrate templates from Proposify to PandaDoc
A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.
2 votes -
Pricing table: 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.3 votes -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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