5383 results found
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change the color of the download button
change the color of the download button for the documents created via API
3 votesLindsey Schocke responded
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Create multiple documents both from template and PDF via API
Create multiple documents both from template and PDF via API
1 vote -
table of contents uploaded PDF
Import Text Headings from a PDF into PandaDoc
7 votes -
[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
2 votes -
Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
6 votes -
Forward form notification to a specific email (not user in workspace)
Option to sent Form notifications to a specific email (not to the sender or user in the workspace)
2 votes -
Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
10 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
categorize shared templates
categorize shared templates
2 votes -
Ability for other user to receive notification of an eForm
Ability for other user to receive notification of an eForm aside from the initiator or publisher
2 votes -
Track document completion based on items that have/have not been completed
The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.
2 votes -
Create Approver filter in the document list
Create an Approver filter in the document list
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
4 votes
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HubSpot: Preserve formatting when syncing rich text fields
Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.
14 votesValeryia Baranava responded
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Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
36 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that 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.
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Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
7 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 link below:
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Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
11 votes
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