329 results found
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Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
1 vote
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Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote -
1 vote
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1 vote
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Ability to view payment button clicks
Ability to view payment clicks, or the user who already click the payment button.
1 vote -
Ability to sort activity column to see "awaiting signatures"
provide a way to SORT the activity column
1 vote -
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt (account payments)
Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt
1 vote -
1 vote
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hide certain users from the list of users in a workspace
Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?
1 vote -
Keep records of old user licenses
Be able to disable a user account, but still see a record of all past users and see the history of their documents.
1 vote -
1 vote
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Member role users cannot edit Fields placement along with the Blocks in templates
Prevent Members from editing templates created by others by disabling Fields
1 vote -
Modify Billing information to add VAT
Be able to enter or modify VAT number and company name for the billing info
1 vote -
Disable bundling feature
Option to disable bundling feature
1 vote -
Banner Of Feature Difference Across Plans Before Upgrading/Downgrading
To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.
1 vote -
In-App notification for New Features
Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.
1 vote -
Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
remove invite new user button at the top of the dashboard from Manager User Accounts
remove invite new user button at the top of the dashboard from the Manager User Accounts
1 vote -
Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce
Goal: Drive better adoption
Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce1 vote
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