7255 results found
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Clickable URLs from Salesforce
Ability to pass clickable URLs from Salesforce fields into PandaDoc fields
3 votes -
Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
Automation for version History
- Will allow the user to have automation on version history
3 votes -
Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
Webhook event for expired link
Option to have webhook event for the expired link (if the document link expires)
3 votes -
End-points for Reports in our public APIs
To be able to Get the total number of the documents within a status ( different statuses) via API
3 votes -
3 votes
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Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
3 votes -
Multi-column continuous text flow
Option for text blocks to support multiple columns and text flow.
If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.3 votes -
[Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting
We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.
The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.
3 votes -
Restrict sending document with unresolved comments
Option to restrict sending document with unresolved inline comments
3 votes -
Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
3 votes -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Can we have a feature that could trace how many trees we've save while using the paperless transaction through using PD?
I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.
They want to know their stats on this, in terms of sustainability.
3 votes -
Improve form results user experience
Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:
1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.
2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.
Option 1
Pros:
- Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
- We can reuse some…3 votes -
Admin Panel: Workspaces - Give option for dynamic list view of all workspaces
As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…3 votes -
Option to add metadata to the forms
Option to add metadata to the forms
- Will allow the user to add / store meatada in forms
3 votes -
Disable notifications for Bulk Send and keep only for regular documents
Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.
3 votes -
Allow sending emails from our own domain
Allow us to send via our own domains via domain verification (DKIM, SPF and such).
The recipient experience will be greater and they will feel more secure in opening it.
3 votes
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