4076 results found
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Sort Forms into different folders
Folder organization for Forms.
30 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
30 votes -
30 votes
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Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
30 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
30 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
29 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
29 votes -
form redirect
option within forms to automatically forward someone to a provided URL after they submit the form
29 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
29 votes -
29 votes
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Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
28 votes -
Generate signature certificate when not all recipients have signed
When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…
28 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
28 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
28 votes -
Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
28 votes -
Accessibility: Make PandaDoc disabled accessible
Accessibility in PandaDoc
28 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
28 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
28 votes -
Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
28 votes
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