6454 results found
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See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
3 votes -
drag content blocks between pages easily
drag content blocks between pages easily
6 votes -
[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote -
Two separate Authorize.net Accounts
Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.
4 votes -
more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
4 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote -
1 vote
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Label Table of Contents as Table of Contents, not the document title
Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.
1 vote -
1 vote
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Date field: include hour and minute
Option to setup formatting for date field that includes hours and minutes
1 vote -
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!
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Multi-Step Form
Create a multi-step, multi-paged form for the the recipient to go through.
2 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
2 votes -
Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.
Prevent variables from moving once filled with data to avoid alignment issues.
6 votes -
Ability to sign more than 1 page with signature field in one go or click.
Ability to sign more than 1 page with signature field in one go or click.
1 vote -
Make a checkbox like a radio button (see description)
From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.
More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.
3 votes
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