7349 results found
-
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
9 votes -
1 vote
-
Auto placement of fields for SSN
Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.
3 votes -
Ability to delete a chat message on the template level.
Ability to delete a chat message on the template level.
2 votes -
Add Divider as a Component
For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.
2 votes -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
9 votes -
Design options for the signature and initial fields
The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)
5 votes -
Automatic email response with next steps after recipient has signed and or paid
When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.
13 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
13 votes -
Make.com
make.com integration
11 votes -
Image autofills the block rather than expand
Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.
We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.
1 vote -
Complete description when a credit card payment fail with PandaDoc account
Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed
3 votes -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
2 votes
-
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
1 voteHi,
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:
-
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes
- Don't see your idea?