7616 results found

1. Ability to display catalog products' prices as % percentage.

   Ability to display catalog products' prices as % percentage.

   4 votes

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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2. Zelle and Venmo payment integration
   4 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Add additional signers to a document after it has been sent

   Add additional signers to a document after it has been sent

   4 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. Converting a workspace into an independent account
   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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5. Ability to use forms in Rooms

   Ability to use forms in Rooms

   4 votes

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   2 comments  ·  Rooms  ·  Delete…  ·  Admin →
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6. Have Slack integration with EU Server
   4 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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7. Option to setup default sequence to all documents

   The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

   4 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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8. Shared templates can be moved to the folders

   shared templates can be moved to the folders

   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Option to disable the document forwarded notification for the Sender

   Option to disable the document forwarded notification for the Sender.
   Settings > Notifications does not have a way to enable or disable this notification.

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Mobile app - user filter in Dashboard

    Mobile app - user filter in Dashboard

    4 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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11. Attachment documents mentioned on the Signature Certificate

    Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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12. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Allow user role changes for more than one member at a time

    Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    4 votes

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    1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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14. Users' activity: determine the documents to which a Collaborator collaborates

    How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
    ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

    Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

    Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

    Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

    How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user… more

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    4 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Ability to choose which recipients receive signature certificate

    Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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18. Link signature fields via field ID to auto-populate across the document.

    Ability for users to link signature fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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19. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    4 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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