6441 results found
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2 votes
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Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
Product to have two prices - fixed + annual
Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.
2 votes -
Mobile Signing- React to finger signature without having to zoom in
Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.
Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.
Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.
2 votes -
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
Ability to disable SSO for certain workspaces within a single PandaDoc organization.
2 votes -
2 votes
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Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votes -
Organization Variables for Zendesk
Have variables set up at the Organization level, not just the User and ticket level.
2 votes -
2 votes
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Show Workspace ID in document details endpoint
Show workspace ID to the response of Get document details call
2 votes -
Google Analytics
Google analytics integration.
2 votes -
Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votes -
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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Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Presentation mode: clickable Table of contents
Option to have clickable TOC in presentation mode
2 votes -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
2 votes -
Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votes
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