6306 results found
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Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
Remove ''New Form'' document has been completed by all participants email for anyone who has completed a form
I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!3 votes -
Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
3 votes -
Slovak Localization
Hi,
It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
Please add Slovak language also to newer Editor 2.0https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd13 votes -
Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you3 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
3 votes -
Advanced Font Styling
- Multiple font weights
- Letter spacing
- Ligatures
- Typekit fonts support
3 votes -
Forms workflow: embed form link to the document
Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.
3 votes -
Pipeline Deals CRM
User would like to have an ability to integrate with Pipeline Deals CRM.
3 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
3 votes -
Automatically add additional signature fields
We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.
It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.
3 votes -
description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
3 votes -
Document Analytics: Recipient Device Used
The ability to see what kind of device your recipient used when signing/opening the document
3 votes -
Share via link automation: The ability to automate the share via link feature. Would like a means of uploading the unique link URL to
The ability to automate the share via link feature.
3 votes -
Dropbox
A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.
3 votes -
inDesign compatibility increase
inDesign compatibility
3 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes -
Print and select pages ex. P. (3-5)
When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)
Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.
3 votes -
ATS
Intergrations with ATS, (Paycor)
3 votes
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