156 results found
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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 -
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 -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Ability to sort activity column to see "awaiting signatures"
provide a way to SORT the activity column
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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