192 results found
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[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.
33 votes -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882324 votes -
Ability to invite users into multiple workspaces at once.
Ability to add multiple users to multiple Workspaces all at once
23 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
20 votes -
Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
17 votes -
Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
16 votes -
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
16 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
15 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
15 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
14 votes -
Ability to adjust table row height
Ability to adjust table row height
13 votes -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
13 votes -
remove profile photo
I want to completely remove my profile photo. I do not want to replace it with another photo.
13 votes -
Multiple Workflow options & conditional workflow
The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.
13 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
13 votes -
Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
12 votes -
Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes
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