7298 results found
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Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
1 vote -
Passing HTML or Markdown through API variables
Passing HTML or Markdown through API variables
4 votes -
Change background color in rooms
Ability to change background color in rooms.
3 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
Prevent HubSpot Percentages from Converting to Decimals in PandaDoc
HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).
2 votes -
Custom role which allows creating workspace roles
We would like to allow Admins to create roles and assign them to their members within their own Workspaces.
1 vote -
Data Export Notification
The user will receive a notification if there are data being exported in the account.
2 votes -
AI document search tool
I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.
2 votes -
Conditional fields to make signature required or optional
Have the option to use conditional fields to make the signature required or optional
2 votes -
PDF tools
Would like merge and split pdf and more.
1 vote -
Auto Save for the Quote builder
It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.
1 vote -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
1 vote -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
4 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
Add hyperlinks to to the Catalog by importing CSV
When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.
2 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Pricing Table: Add an additional product when the recipient select a product from the options
Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.
2 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
Username changes won't affect old documents
changing the user's username will not affect the username of old document
2 votes
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