5383 results found
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Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
30 votesHi. 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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Allow for delivery delay of forms
I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.
4 votesLindsey Schocke responded
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See the progress of catalog products import
The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.
1 vote -
Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votesValeryia Baranava responded
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customized responses on declined documents/forms
an option to customize the screen that pops up with reasons why a form is rejected
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 votesHi. 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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Remove 'Optional' text for fields that are marked as not required
When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.
4 votes -
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Allow Auto Assigning fields to multiple recipients
Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page
3 votes -
Include template name in the import email when catalog item updated
Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.
4 votes -
Allow Forms to fill in variables on PDF
I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?
2 votes -
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.
4 votes -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
1 vote -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
3 votes
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Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".3 votes -
Align Executed Signatures on Socuments
When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.
3 votes -
block content blocks for recipients during redlining
block content blocks for recipients during redlining
7 votes
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