7112 results found
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HIPAA banner
A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.
2 votes -
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
2 votes -
Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
upload documents in base64 via the API
To be able to upload documents in base64 via the API.
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votes -
Multi-year template available in the public template gallery
multi-year template should be added in template gallery
2 votes -
Change Colors / Contrast for Left Side Bar in PandaDoc
The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.
2 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
2 votes -
2 votes
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Show Workspace ID in document details endpoint
Show workspace ID to the response of Get document details call
2 votes -
Google Analytics
Google analytics integration.
2 votes -
Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votes -
2 votes
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Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Presentation mode: clickable Table of contents
Option to have clickable TOC in presentation mode
2 votes -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
2 votes -
Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
2 votes
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