788 results found
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Ability to create custom variables with dropdown
Ability to create Custom Variables with drop-down listings
2 votes -
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
2 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
2 votes -
Option to pin strikethrough setting in the editing panel
Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.
2 votes -
Option for all the contract that have NOT sent for approval to have a water mark on it - watermark will be removed once it has been approved
To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved
2 votes -
Pricing Table: Show the Table Name
Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.
2 votes -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
4 votes -
Disable Document via link for existing documents/links
Ability to disable the Send via link for existing documents and make existing links invalid.
2 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
6 votes -
hide line item in pricing table using smart content
Ability to hide line item in pricing table using smart content
2 votes -
Add content library items to document based on products added to the pricing table
Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
Add content library items to the document based on products added to the pricing table
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Option to remove or hide the content block section
An option to remove or hide the content block section from the right side navigation under the plus sign.
1 vote -
A dropdown menu inside a table cell
A dropdown menu option inside a table cell.
1 vote -
Make uploaded Google Slides editable
Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides
4 votes -
Remove content library suggestion when adding a blank page
Remove content library suggestion when adding a blank page to a template
2 votes -
Ability to Manually Prompt Field Recognition
Ability to prompt field tag recognition to documents imported in bulk.
2 votes -
Show the error message when users are editing the recipient details
The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.
3 votes -
3 votes
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insert pricing table on a table block
insert pricing table on a table block
2 votes -
Preview document without variables
Ability to have a blank version of the document, like a "preview " as if the variables were not filled.
2 votes
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