7424 results found
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Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 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 -
Contacts: Allow creation of different contacts with the same email address
Ability to create different contacts with the same email address (shared email address)
10 votes -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
10 votes -
Ability to duplicate multiple fields at once
Ability to duplicate multiple fields at once
10 votes -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
10 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
10 votes -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
10 votesHi. 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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(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
10 votes -
Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
10 votes -
10 votes
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Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
10 votes -
Clover
New integration: Clover Payment gateway
10 votes -
10 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
10 votes -
Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
10 votes -
10 votes
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10 votes
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Update uploaded file layout
Add an option to match layout of the uploaded file to pages in PandaDoc
10 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
10 votes
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