7095 results found
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18 votes
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Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
18 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Lever
PandaDoc integration with Lever (HR Recruiting software/CRM)
18 votes -
Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
18 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
18 votes -
Skip cover page for page numbering
Page numbering in PDF starts from the first page, not with the cover page
18 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
17 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
17 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
17 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
17 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
17 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}17 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes
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