7246 results found
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Warn a client about the content library item discrepancy (potential format shift)
When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.
If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)
1 vote -
Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote -
If signature field is missed in the document in a signature spot, then receive a notification that it hasn't been placed
if signature field is missed in document, the notification tells about it
1 vote -
Report abuse button/option
Ability to report abuser user, document etc
1 vote -
PDF upload - Create document/template
Ability for PandaDoc to automatically fix formatting and design of uploaded PDF file
1 vote -
Email body customization while creating/sending documents via API
The option to edit, customize and adjust the body of the email message when creating and sending documents via API.
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
19 votes -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
1 vote -
1 vote
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Manually export JSON
Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.
1 vote -
Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Search bar for templates for the Google Workspace Add-On
The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.
Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.
1 vote -
attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
29 votes
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Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Specific Characters in Form (Script)
Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.
Improvement in Codes (specific characters )
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Send a document to yourself
At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.
1 vote
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