7582 results found
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1 vote
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original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
1 vote
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Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed
To have the radio button field to have multiple optional item like the pricing table sections.
32 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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Default dropdown field with the list of countries
Add a default dropdown field with the list of countries
4 votes -
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
2 votes -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
2 votes -
Saved Messages - Notary
Use Saved Messages when sending invites for Notary Sessions
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Automation: Move document to a workspace upon an event
Move a document from one workspace to another upon an event.
For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
An automation that would move a contract upon Completion to a certain workspace would achieve that.1 vote -
1 vote
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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 -
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 -
See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
25 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 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
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