4092 results found
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Limit access to Template/Documents regardless of license type
Allow the owner of a document to select who can view the document regardless if they have Admin access.
2 votes -
Removing added custom fonts from the available ones
We would like to be able to remove custom fonts that we added
2 votes -
download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 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.
1 vote -
Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
7 votes -
Ability to have multiple optional initial fields (conditional)
The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.
3 votes -
Export docusign to Pandadoc
Have a way to upload exported data from Docusign to PandaDoc.
4 votes -
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 -
Save changes manually
Have the ability to save changes manually instead of relying on the cloud
3 votes -
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 -
Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes -
Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…3 votes -
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.
5 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 -
History view for content library items
History viewer for content library items on which templates/documents they were used.
2 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
2 votes -
Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
5 votes -
Ability to have multiple primary signers in Forms
Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.
5 votes
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