3799 results found

1. Option to disable the document forwarded notification for the Sender

   Option to disable the document forwarded notification for the Sender.
   Settings > Notifications does not have a way to enable or disable this notification.

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

2. Mobile app - user filter in Dashboard

   Mobile app - user filter in Dashboard

   4 votes

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →

3. Allow user role changes for more than one member at a time

   Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

   4 votes

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   1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →

4. Users' activity: determine the documents to which a Collaborator collaborates

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
   ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

   Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

   Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

   Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user… more

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

5. Upload Documents to Rooms

   Ability to let Recipients upload documents to a Room

   4 votes

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   1 comment  ·  Rooms  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

6. Template Thumbnails (embedding)

   Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
   Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

   4 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →

7. Reorder dashboard

   Customer would like to rearrange the titles on the dashboard

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

8. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

   Ability to set up "Home overview" section in a way so that all users' documents are visible there.

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

9. Option to request payment before sending a document
   4 votes

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →

10. Adjust the size of the background image manually
    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

11. Zoho Pass custom fields from quote to a pricing table

    I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.

    4 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!

12. System for Cross-domain Identity Management (SCIM) via okta
    4 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Setting up SCIM with Okta

13. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →

14. Showing changes in documents requiring approval

    Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.

    4 votes

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    0 comments  ·  Approvals  ·  Delete…  ·  Admin →

15. Reporting: see who viewed documents
    4 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →

16. Zapier: Ability to extract recipient's attachments

    Ability to extract recipient's attachments via Zapier.

    4 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →

17. Document value based on variable

    Option to set document value based on variable

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

18. Insert a PDF file inside a content page

    Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

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    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

19. 'Rename workspace' option for all plans
    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Admin panel updates

20. Co-Owner Role for documents

    It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →