3864 results found
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47 votes
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Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
47 votes -
[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
40 votes -
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
39 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
37 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
36 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.
34 votes -
Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
34 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
34 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
34 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.
34 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
33 votes -
Sort Forms into different folders
Folder organization for Forms.
33 votes -
33 votes
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Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed
To have the radio button field to have multiple optional item like the pricing table sections.
32 votes -
Approval workflow in forms
Approval workflow in forms
32 votes -
OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
31 votes -
[Bulk action] Select and edit / update several templates at once
Bulk edit templates
31 votes -
Format Painter option in PandaDoc
Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.
31 votes
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