489 results found
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Extract data from the document
Customer would like the ability to extract data from the actual content of the document
5 votes -
AI Supported
Customer would like to have the platform supported by https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
Disabling Save Template Prompt
Disabling Save Template Prompt:
Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.4 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
13 votes -
2 votes
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Access Help Center with EU login
At the moment, you have to create a US-based account to be able to log in to the Help Center
1 vote -
Filter documents by currency.
Filter documents by currency.
1 voteHi. 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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Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
4 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes -
Inbox: Mark all as read at once
Inbox: Mark all as read at once
2 votes -
The ability to download documents with blank pages
Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.
1 vote -
Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
6 votes -
Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts
Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.
1 vote -
1 vote
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Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
5 votes -
1 vote
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1 vote
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Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
3 votes -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
5 votes
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