6742 results found
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hide certain users from the list of users in a workspace
Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?
1 vote -
Public templates: manufacturing agreement
Can you create a template for the manufacturing agreement?
1 vote -
Keep records of old user licenses
Be able to disable a user account, but still see a record of all past users and see the history of their documents.
1 vote -
[Bulk Action] import tags
Bulk import tags.
1 vote -
Ability to pull all the tagged documents only within the folder you're currently in.
Ability to pull all the tagged documents only within the folder you're currently in.
1 vote -
When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.
"Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"
1 vote -
restrict adding/editing product catalog for some users
how can I restrict access to adding items in the product catalog without changing the account role
1 voteHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Increase the number of images per catalog item
Increase the number of images per catalog item
1 vote -
restrict the quantity editing for specific recipients
restrict the quantity editing for specific recipients.
To be able to assign the roles ( specific recipients) who can edit the quantaty
https://pandadoc.zendesk.com/agent/tickets/4449541 vote -
QES providers approved in Switzerland
QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.
1 vote -
API: GET List Members for the organization
Option to retrieve the list of all members in the organization
1 vote -
1 vote
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Show Tax Exclusive Document Values on Document List
Option to show tax exclusive grand total values on the document's list
1 vote -
UserVoice SSO
Client would like to use SSO to sign into UserVoice.
1 vote -
Remove access to the 'renewal' functionality on a template for certain users.
Remove access to the 'renewal' functionality on a template for certain users.
Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.
1 vote -
Open Document button
In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link
1 vote -
to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted
to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).1 vote -
Quote builder: ability to restrict adding certain products to certain templates
Quote builder: ability to restrict adding certain products to certain templates
1 vote -
Duplicate a "checked" checkbox
The ability to copy or duplicate a checkbox already selected / checked off would be useful.
1 vote -
Stop PandaDoc from scrolling to the top of the document when formatting is changed
When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.
1 vote
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