7102 results found

1. Ability to set Default Role when Inviting new Users

   If the account has custom roles- make it appear as default when a new user is invited.

   Allow Member Role to be a default role when inviting new users.

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   Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Stripe integration to pull info into PandaDoc, not for payments

   Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

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   Idea  ·  2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Add attachments to email messages
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   Idea  ·  2 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. Bitrix24

   Integration with Bitrix 24

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Document deletion restriction for non-admins/managers / restrict deleting completed documents

   There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

   Ability to only delete drafts and approved contracts, but not signed contracts

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   Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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6. send different email messages to the recipients who are signing the same document
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. The ability to hide the specific content of the document for a particular recipient
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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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8. Capsule CRM

   Integration with Capsule CRM

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

   email reminder notification to my customers at least 30 days or so prior to their contract renewal date.

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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10. Suite CRM

    Integration with Suite CRM

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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Download images

    Ability to download images used in PandaDoc documents

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Disable Finish Button

    Disable Finish option (when completing the document).

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal
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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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15. Information from Signature Certificate is reflected in the document itself

    I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Letter spacing/kerning customization
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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. [zoho] [hubspot] Ability to pull images from CRM to pricing table.
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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18. Change the color of a default contact picture

    It's set randomly now for every new contact.

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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19. Create documents through Pipedirve on the PD mobile app.

    PanadaDoc App - PipeDrive App Integration.

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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20. Scroll-down Block

    Scroll-down small field (to put a lot of text to scroll down).

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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