5371 results found
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[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
5 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
3 votes -
Webhook History: Add Document UUID Column
When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.
Please not only show the Document ID but also provide a means to filter based on it.
Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.
As an exercise to prove my…
1 vote -
MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens
Make MS Dynamics automation work with a document created from the account object.
We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.
2 votes -
API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.
In this case, the user can be restricted to see only their items or all the items, not by group.
Creating a workspace per team + per location and applying custom roles per location is not scalable.452 locations + 1.2k+ users
2 votes -
Ability to have a read-only field tag with pre-defined values
Ability to have a read-only field tag with pre-defined values when uploading the document with field tags
https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition
2 votes -
automation of changing/switching signers after the suggested edits have been made
client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.
2 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.5 votes -
Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
2 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
3 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
3 votes -
API: Toggle at the template level to enable / restrict permission to download a document (pdf or doc.x)
We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"
1 vote -
8 votes
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Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
4 votes -
Ability to set conditional rules for fields assigned to different roles
Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial
3 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
12 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes
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