6788 results found
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Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
12 votes -
provide csv or report of bulk send recipients that havent signed
provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed
12 votes -
Content Library search inside a folder
Content Library search inside a folder
12 votes -
Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
12 votes -
custom fields in Price Table
Assign custom fields to columns in the Price Table
12 votes -
12 votes
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12 votes
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Use Salesforce integration On iPad
Salesforce integration with Pandadoc on Ipad
12 votes -
Add PandaDoc component to SalesForce community page
Be able to add PandaDoc component to SalesForce community page
12 votes -
[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
[Master settings] Custom variables sharing across templates
Share variables across the templates.
12 votes -
Generate Report of the IP address and location in the Signature Certificate
report of all the signed documents using specific IP addresses
12 votes -
An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
12 votes -
12 votes
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Forwarding documents option for API
Forwarding documents option for API.
12 votes -
12 votes
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
12 votes
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