7169 results found
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
10 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
Min/max numbers for text field validation (Numbers only)
Text field validation_Numbers only: having an option to require a minimum number of numbers
10 votes -
ability to print forms
ability to print forms
10 votes -
Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view
Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left
10 votes -
Bill.com
Ability to connect with Bill.Com
10 votes -
Forms improvements
enhance PandaForms
10 votes -
Email validation
Email validation for contacts
10 votes -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
10 votes -
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.
10 votes -
Ability to remove header
Remove header block.
10 votes -
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
10 votes -
10 votes
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Bitrix24
Integration with Bitrix 24
10 votes -
Customize Padding for Several Blocks at Once
Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.
10 votes -
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
10 votes -
10 votes
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10 votes
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