206 results found
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Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
2 votes -
SSO: Ability to login using email alias
When you log in via email alias, it's detected as a new account/user, which is not ideal.
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
2 votes
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
More user attributes in SSO
More user attributes in SSO
PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number
2 votes -
Sync Role changes with SSO IDP changes
So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.
It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.
2 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
2 votes -
Be able to search/add recipients by contact name instead of only email
When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Signed by Me Section
Section to view all documents I signed
2 votesHi,
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! -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
Map Number Sequence in Document Title
Map the sequence number in document title
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votesHi,
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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There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votesValeryia Baranava responded
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See how long people spend looking at each page of a template, at the template level
Latest activity in template level
- will allow user's to view how long a user stayed in a page
2 votes -
2 votes
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2 votes
