6888 results found
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Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Share specific files via link in Rooms
Ability to share specific files using link
1 vote -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
1 vote -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
1 vote -
Rooms being sorted by name of room
Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.
Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.
1 vote -
Header & Footer: Be able to have a different first page header
To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.
1 vote -
Sort email attachments in order they appear in bundled document.
Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.
1 vote -
Multiple Sender Names
Option to have multiple Sender Names for one login.
1 vote -
1 vote
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Add Column Width Controls - Names of Rooms and Docs Are Hidden
When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.
1 vote -
Add Margins to Design Template.
Can we please add page layout to the Saved Design Options?
Currently I have to adjust margins on every template I create even though I have a standard design.
1 vote -
Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
1 voteHi,
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Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
1 vote -
Automatically delete a document (move to trash) after a given amount of time
For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.1 vote -
Use standard tokens from HubSpot to pricing table
Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.
1 vote -
Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform.
Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform
1 vote -
Categorize Saved Messages
Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.
1 vote -
Ability through API to toggle on/off the payment gateway for a document
Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.
1 vote -
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.
1 vote -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
1 vote
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