2914 results found

1. Have Slack integration with EU Server
   4 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Autosize aspect ratio of drawn signature to fill size of signature box

   When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our contract signature block. Ideally it would work like Adobe Sign where if you digitally draw your signature, the resulting image is auto-scaled to fit the size of the signature box. I have shared a digitally drawn signature vs a typed signature in the same size signature box.

   When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our… more

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Option to disable the document forwarded notification for the Sender

   Option to disable the document forwarded notification for the Sender.
   Settings > Notifications does not have a way to enable or disable this notification.

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Mobile app - user filter in Dashboard

   Mobile app - user filter in Dashboard

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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5. Allow user role changes for more than one member at a time

   Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

   4 votes

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   1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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6. Users' activity: determine the documents to which a Collaborator collaborates

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
   ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

   Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

   Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

   Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user… more

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. Upload Documents to Rooms

   Ability to let Recipients upload documents to a Room

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   1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

8. Template Thumbnails (embedding)

   Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
   Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

   4 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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9. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

   Ability to set up "Home overview" section in a way so that all users' documents are visible there.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Option to request payment before sending a document
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    1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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11. Adjust the size of the background image manually
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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. Ability to add custom variables to PD contacts for use as role variables
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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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14. Showing changes in documents requiring approval

    Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.

    4 votes

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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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15. Reporting: see who viewed documents
    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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16. Zapier: Ability to extract recipient's attachments

    Ability to extract recipient's attachments via Zapier.

    4 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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17. Document value based on variable

    Option to set document value based on variable

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Insert a PDF file inside a content page

    Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

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    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Option to disable or customize the "Your team" field that appears when a user is joining an organization

    Option to disable or customize this prompt (by adding custom team options) when a new user joins.

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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20. Co-Owner Role for documents

    It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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