7424 results found
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separate view for company details
Should be a separate tab with my company info, name and VAT number
in settings there is not a section for my company at all1 vote -
Allow reporting to be viewed by all members of team
Add an option so that all members of the workspace (not just managers) can access reporting.
1 vote -
1 vote
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1 vote
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Reduce steps to "Upload New Document" after the first one.
Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
1 vote
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1 vote
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1 vote
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
Text field with point forms
Point form such as
1.
1.1
1.22.
2.1
2.21 vote -
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Pull graphs from Tableau
Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.
1 vote -
Firewall
Government firewalls are very strict and does not pass PD docs.
1 vote -
AODA compliance
require AODA compliance
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
automatically bold/italicize once the signing party inputs value
automatically bold/italicize once the signing party inputs value
1 vote -
adding up numbers in columns rather than rows
adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally
1 vote -
Mobile App: Sync phone contacts with PandaDoc app
Allow to sync and import contacts from the mobile device
1 vote
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