7003 results found
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Non-taxable line items
Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.
5 votes -
[Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting
We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.
The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.
3 votes -
1 vote
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Separate view for documents with comments (resolved and unresolved)
Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)
2 votes -
Restrict sending document with unresolved comments
Option to restrict sending document with unresolved inline comments
3 votes -
It would be great if videos in presentations could be embedded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on
It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).
1 vote -
Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
2 votes -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
6 votes -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
3 votes -
Perform an action affecting all documents with a certain tag.
The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.
1 vote -
ability to upload files in .ANX format.
ability to upload files in .ANX format.
1 vote -
Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
10 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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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
11 votes -
Automatically send CSV file to a user with form responses
Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.
1 vote -
Add multiple users to the template automatically vs manually
Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be
1 vote -
1 vote
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14 votes
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Improve form results user experience
Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:
1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.
2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.
Option 1
Pros:
- Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
- We can reuse some…3 votes
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