7193 results found
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Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
7 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
7 votes -
7 votes
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Limit access to Template/Documents regardless of license type
Allow the owner of a document to select who can view the document regardless if they have Admin access.
7 votes -
Make .docx downloads support fillable fields when they are filled out.
Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!
7 votes -
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
7 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 votes -
ACH payments via Stripe for non-US accounts/non USD
ACH payments via Stripe for non-US accounts/non USD accounts
7 votes -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
7 votes -
Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
7 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 votes -
Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
7 votes -
table of contents uploaded PDF
Import Text Headings from a PDF into PandaDoc
7 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
List / sort folders in alphabetical order
List folders in alphabetical order
7 votes -
block content blocks for recipients during redlining
block content blocks for recipients during redlining
7 votes -
Ability to set document layout for all the uploaded documents.
Ability to set document layout for all the uploaded documents.
7 votes
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