7652 results found
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Ability to set up conditions based on dropdown selected by the recipient.
Ability to set up conditions based on dropdown selected by the recipient.
1 vote -
Automatically resize blocks to size of adjacent blocks
Ability for items I'm resizing to snap to the size of the other items near it
1 vote -
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
1 vote -
add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
9 votes -
Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
14 votes
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Mark checkboxes automatically based on a variable value
We would like to mark checkboxes automatically based on a variable value
3 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votes -
Ability to sort documents by the renewal date.
Ability to sort documents by the renewal date.
1 vote -
Export the recipients in the Excel file for the expired documents
export the recipients in the Excel file for the expired documents
1 vote -
Make two payments on the same document
Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.
1 vote -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
5 votes -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,20 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
4 votes -
Ability to edit fields across the entire workspace at once
The Ability to change fields across the entire workspace, which would affect all templates with that particular field.
i.e change the field ID across all templates
2 votes -
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
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