736 results found
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Hidden Documents
It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.
3 votes -
Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
Signature settings for specific documents
ability to select signature type for specific templates/documents
37 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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change the image order in the image library
change the image order in the image library
2 votes -
Ability to rename the document sequence.
Ability to rename the document sequence.
4 votes -
schedule template update to publish at "x" time.
- due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
2 votes -
Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Option for text block to spill over on another text block on the same page once theres no more room on the initial text block
Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD
1 vote -
Toggle to add/remove permission to print document before sending through PandaDoc
most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…
5 votes -
1 vote
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Update the existing template with the uploading doc file: Replace source file with DOCX
Update the existing template with the uploading doc file.
1 vote -
Ability unhide / reveal hidden pricing table columns after document completion.
Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.
20 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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Option for actual signature with transparent background
Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field
6 votes -
5 votes
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13 votes
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1 vote
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Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net
1 vote -
Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
5 votes
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