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  1. 18 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  2. 12 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer joanna.f@betterearth.solar--large API user needs this report to validate locations so that sales reps are not signing behalf of the customer...very manual process for them at this point

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  3. 73 votes

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    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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  4. 28 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  5. 6 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    My customer at Semios Technologies is using Business Central to generate invoices after deals are completed in HubSpot. This integration would allow for definite expansion with their team.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  6. 51 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Need an ability to create Folders that only certain users can view.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  7. 5 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    My customer has specifically asked for this option as well: I am looking for the functionality of recurring quarterly billing when writing contracts and sending them to clients. I only see 'Weekly, Monthly, and Annual' as options. Email from: joshm@wizehire.com

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  8. 52 votes

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    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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  9. 38 votes

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    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!

    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    End users can not re-start a form if there’s an existing open document for that form. DocuSign HAS THIS ABILITY already---it forces some of our Forms users to leave us b/c it prevents charging for a Form that was never completed or users starting same Form over and over.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  10. 95 votes

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    Not planned  ·  Molly Abrams 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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  11. 62 votes

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    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!

    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer L. Link from large non-profit has threatened full churn; once customers complete documents they often have to upload numerous requirements using Collect Files field; and when the document is complete it currently requires MANY different attachments to be opened one at a time to get the COMPLETE document. We need a way for them to see all of the attachments.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  12. 20 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Account Owner very much needs to be able to do a document search across ALL workspaces at one time when searching for documents--she often spends large amounts of time looking for documents b/c she is not sure of the owner and the creator of the document could potentially be a part of multiple workspaces. mwillis@nkcac.org

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  13. 4 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Inability to lock document functionality for users has created major gaps in required workflow for customer already on Enterprise plan. Need ability to lock document functionality within Custom Role options. Customer found over 500 documents that were not logged correctly with their webhook due to the user changing the document title and completed documents are coming back with missing REQUIRED fields b/c user deleted those fields before sending.

    AdminLori Nolen (Admin, PandaDoc) shared this idea  · 
  14. 2 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  15. 3 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  16. 38 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    I have a customer with Sales Reps that are moving fields and creating major problems with documents going out to customers. Content locking does NOT solve the problem b/c they can still move the fields. Need a way to not only lock content, but ALSO be able to lock fields into position. Customer has threatened to churn without this feature request.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  17. 15 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  18. 11 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Direct request from my customer: a feature that would save time is a search field in the FOLDERS under CONTENT LIBRARY.

    We happen to have about 30 folders here so a search with a keyword is helpful and saves time in scrolling. kate.dilorenzo@carrworkplaces.com

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  19. 11 votes

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    AdminLori Nolen (Admin, PandaDoc) shared this idea  · 
  20. 13 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Need the ability to set the expiration date within the Form just like with templates. How can it offer a reminder setting and not an expiration setting?

    AdminLori Nolen (Admin, PandaDoc) supported this idea  ·