6446 results found

1. Remove Salesforce document drafts

   Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

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2. Add functionality/fields to User Profile
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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Ev2, document link to be viewed

   The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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4. Notification everytime edits are being made
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5. [Catalog] Order by SKU code

   The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

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   Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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6. discount to pass in Zoho(if not quotes)
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7. EV2. MS Dynamics - Ability to update document info for EV2 documents/.
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8. Bulk download on Inbox page
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Pagination ordering via API
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10. Drawing tool for recipients
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11. [Comments] Ability for recipients to send private comments
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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. [Mobile app: documents] add filter/sort documents by status, etc.

    We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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13. [Administration] sub-workspaces
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14. Export all tokens
    2 votes

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15. add contacts to multiple workspaces in one go
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16. Pull information across different record types
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17. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)
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18. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

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20. PDF. Ability to remove underlines for hyperlinks in downloaded documents.
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