7582 results found
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Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
3 votes
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Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votes -
Google Workspace add-on for EU server
Google Workspace add-on for EU server customers
1 vote -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
3 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
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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Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
2 votes -
Conditional field on date field
Conditional rule can be set up on date field
3 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
Show masked fields on printed documents
show masked fields on printed documents
1 vote -
1 vote
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Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
6 votes -
2 votes
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Ability to unselect the product within the quote if a single-line selection is set up for the quote.
Ability to unselect the product within the quote if a single-line selection is set up for the quote.
1 vote -
Embedding audio, an upload-able audio player and support for embedding Spotify
The ability to embed audio and build an audio player for press kits, presentations, pitches and examples of an artists music, event theme and the ability to embed widgets for Spotify, Soundcloud, Mixcloud etc would be excellent
1 vote -
Have a field assigned to more than one recipient so either/or can fill in
Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.
2 votes -
API: Document Details: List Tokens in Document Order
I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?
3 votes -
Auto reminders to count business days not calendar days
Have the auto reminders count business days not calendar days. No weekends being counted.
3 votes -
Notary Interface: Invitations/ Screen View/ Workflows
Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.
Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.
Have a chronological pattern in which document should be accomplish first
3 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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Request for Quotation RFQ
Customer would like to have the feature to Request for Quotation RFQ from their clients
2 votes
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