2993 results found
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Create editable documents from a PDF via API
It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.
5 votes -
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
133 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
12 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 video:
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Forms responses CSV with columns named according to fields placeholders
Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data
7 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
Encrypt emails
Encrypt emails
8 votes -
Mirror custom product orders from SFDC in Pricing Table
Mirror custom product order when synced to PD Pricing table.
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 link below:
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Ability to remove header
Remove header block.
10 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
10 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
5 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
30 votes -
Pricing table: quantity as variable
Allow to map quantity of items to certain variables
8 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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Auto-reminders per recipient
Be able to set up auto-reminders per signer, not only per document
24 votes -
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
133 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Allow to copy multiple columns and rows into a Pricing Table
It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.
7 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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[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
75 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
15 votes -
16 votes
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Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
23 votes -
Allow fields to be pre-filled and not assigned
Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.
7 votes
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