3784 results found
-
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
[Word Import] Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
3 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
3 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 -
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 -
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 -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
3 votes -
3 votes
-
Preview pptx files in Rooms
Preview pptx files in Rooms
3 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!
-
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
3 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
3 votes -
3 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
3 votes -
Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 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!
-
Document usage / tracking for how long users are editing documents
Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!
3 votes
