6612 results found
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Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
30 votes -
Sort Forms into different folders
Folder organization for Forms.
30 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
30 votes -
Alerts to Sender when Document is not Viewed/Signed
Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.
30 votesHi there! Thank you for submitting your idea. 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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Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
30 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
30 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
29 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
29 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
29 votes
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Card details field for PayPal, QuickBooks, Authorize.Net and Square
Card details field for PayPal, QuickBooks, Authorize.Net and Square
28 votes -
Conditional fields for content library
Conditional fields for content library
28 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
28 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
28 votes -
Generate signature certificate when not all recipients have signed
When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…
28 votes -
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
28 votes -
Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
28 votes -
Accessibility: Make PandaDoc disabled accessible
Accessibility in PandaDoc
28 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
28 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
28 votes
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