7374 results found
-
2 votes
-
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
2 votes
-
2 votes
-
2 votes
-
Reschedule Notary
I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.
2 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
-
Download the PDF as separate files via Zapier when the document is bundled
Download the PDF as separate files via Zapier when the document is bundled
2 votes -
Streak CRM
integration and automations with Streak CRM
2 votes -
Payment Gateway: NCR payment solutions
The ability to integrate with NCR payment solutions
2 votes -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
2 votes
-
convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
import a previously completed proposal into a new opportunity in ZOHO
import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.
2 votes -
add shared template as an option when selecting template in automations setup
add shared template as an option when selecting template in automations setup
2 votes -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Radio button additional option
Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.
2 votes -
Ability to access templates without a user license
Ability to access templates without a user license
2 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
2 votes
- Don't see your idea?