4366 results found
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27 votes
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Ability to search from Dashboard
Search documents from the dashboard
27 votes -
27 votes
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Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
27 votes -
Add Collaborators on Templates like documents
We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!
26 votes -
26 votes
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Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
26 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.
26 votes -
26 votes
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Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
26 votes -
The Signed status in the Actions tab
The sender should know when a document was signed, not only completed.
26 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
25 votes -
ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
25 votes -
form redirect
option within forms to automatically forward someone to a provided URL after they submit the form
25 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
25 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
25 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.
25 votes -
25 votes
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Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach25 votes
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