6612 results found
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Show user's (not all the workspace's) documents in dashboard by default
When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.
1 vote -
Make the Document Value Required option
Make the Document Value Required to fill out instead of it being option
1 vote -
Zendesk Support Account Tokens
Ability to pull account data from ZD support to PandaDoc.
1 vote -
Generate signature certificates for Bulk Send
Mass generate separate signature certificates for the documents that have been sent in bulk.
1 vote -
1 vote
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if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang
if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed
1 vote -
1 vote
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1 vote
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Let recipients view a doc only after they view some statement
It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?
1 vote -
Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
1 vote -
1 vote
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Inline Commenting Email Notifications
They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.
1 vote -
1 vote
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Hiding documents from Inbox
Not deleting them
1 vote -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
1 vote -
1 vote
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1 vote
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Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
1 vote -
1 vote
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1 vote
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