367 results found
-
2 votes
-
2 votes
-
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 -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote -
[Licenses] Show how many users are occupying a license in the Billing section
Rather than just showing the number of seats being paid for, show how many users are also using the license.
1 vote -
Notification settings for Admin: "Document sent by members"
A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.
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 -
Custom role which allows creating workspace roles
We would like to allow Admins to create roles and assign them to their members within their own Workspaces.
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 -
A permission for custom roles allowing to provide access to Webhooks settings
A permission for custom roles allowing to provide access to Webhooks settings
1 vote -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote
- Don't see your idea?