6888 results found
-
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Make a checkbox like a radio button (see description)
From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.
More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.
3 votes -
Show list of all contacts in the document when typing a recipient
I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.
3 votes -
Give users who cannot edit ability to import from CRM
When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.
3 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Download signature created or uploaded in PandaDoc account
Download signature created or uploaded in PandaDoc account
3 votes -
Pricing table: fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.3 votes -
Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
Automation for version History
- Will allow the user to have automation on version history
3 votes -
Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes -
3 votes
-
[Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting
We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.
The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.
3 votes -
Restrict sending document with unresolved comments
Option to restrict sending document with unresolved inline comments
3 votes -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
3 votes -
Improve form results user experience
Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:
1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.
2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.
Option 1
Pros:
- Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
- We can reuse some…3 votes
- Don't see your idea?