7116 results found
-
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
9 votes -
PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
Support Private API
Support Private API
2 votes -
Notifications sent to specific emails when a doc is completed
Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)
7 votes -
3 votes
-
3 votes
-
2 votes
-
2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in…4 votes -
Viewed Notifications Emails from Client Views Only
Viewed Notifications Emails from Client Views Only
1 vote -
Georgian localization
Add Georgian as supported language
1 vote -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
Add Section wherever in the Pricing table
Add Sections to the middle of the pricing table when it's already been created.
2 votes -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
58 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
-
[Bulk Action] Bulk Export Document Details Using API
We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.
But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.
2 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
9 votes
-
Bitrix24
Integration with Bitrix 24
10 votes -
4 votes
- Don't see your idea?