6974 results found
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Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
191 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Automated tags with quarter/year for completed documents
When a document is completed - add a quarter/year/month tag to it automatically for easier search
3 votes -
Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
9 votes -
Cover Page Duplicate with another name
Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.
1 vote -
Copy of a template to be a different color
When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.
1 vote -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
Bulk Send Expiration / Reminder Settings on Template
Have expiration/reminder settings on a template which is used in Bulk Send to remain.
7 votes -
Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes -
Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
12 votes -
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
The possibility to add the sequence number without sequence name
The possibility to add only sequence number to the document without required sequence name.
6 votes -
Improve Product Catalog
product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).
15 votes -
7 votes
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2 votes
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The possibility to save PDF's in RGB instead of CMYK
I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
Which means the colors don't match with our other documents and website1 vote -
RESCO CRM
RESCO CRM
7 votes -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
329 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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6 votes
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Sender Address in Contact description
Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.
3 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
33 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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