7500 results found
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Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
Dataforma
Integrate with Dataforma's AP
1 vote -
2 votes
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[Salesforce] option to assign an approver for the document from SF
I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce
3 votes -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
2 votes -
1 vote
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Integration with Knowify.
Integration with Knowify.
1 vote -
Cash App integration for payment option
Cash App integration
3 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
Auto decline after a specified period of expiration
Auto decline after a specified period of expiration
2 votes -
2 votes
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Guidewire Integration
Guidewire Integration to implement integrations between InsuranceSuite and third party apps
2 votes -
2 votes
Hi. 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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Ability to Tag commonly used signer
Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful
1 vote -
Option to sort PandaDoc folders by most used in Microsoft Dynamics
Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics
2 votes -
2 votes
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Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
9 votes -
[Redlining] Offer a way to upload the redlined DocX on behalf of the recipient
I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…
2 votes -
4 votes
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