288 results found
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votesValeryia Baranava responded
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2 votes
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Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
2 votes -
2 votes
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2 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
2 votes
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2 votes
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Document view notifications that can be set based on document status (incomplete vs. complete)
I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.
1 vote -
Atlantic Time zone
Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.
1 vote -
Share templates with CLIs across workspaces
Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.
1 vote -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote -
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
1 vote -
Secondary Email for Login Password Resets
When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.
1 vote -
Automate "Return to Object" button in SFDC
Step 1 : Create the document
Step 2 : document loaded
Step 3: user needs Manually click on of “Return to Object” button.
We wanted to automated the manual click of of “Return to Object” button. Hope this make sense.1 vote -
Update List Price column in SFDC
Update the List price column via 2-way sync in SFDC
1 vote -
Ability to apply default identity verification method for all existing templates/documents
Ability to apply default identity verification method for all existing templates/documents
1 vote
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