5387 results found
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In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
3 votesValeryia Baranava responded
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1 vote
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1 vote
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Keyboard shortcuts to fill in fillable fields
Keyboard shortcuts to fill in fillable fields
1 vote -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votesLindsey Schocke responded
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Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
6 votesValeryia Baranava responded
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Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
6 votesValeryia Baranava responded
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Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message98 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
Valeryia Baranava responded
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Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
8 votesValeryia Baranava responded
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Overset Text & Flow Features Similar to InDesign
I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!
2 votes -
Items preview in the Content library (change content library item list view)
Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)
7 votesValeryia Baranava responded
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adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votesValeryia Baranava responded
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Add Collaborators on Templates like documents
We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!
48 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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Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on12 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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checks with Quickbooks
collect checks with Quickbooks
7 votesValeryia Baranava responded
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3 votes
Valeryia Baranava responded
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Remove "powered by pandadoc"
Be able to remove the "Powered by PandaDoc" branding in recipient experience
4 votesValeryia Baranava responded
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1 vote
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Check what conditionals are followed when the conditional approval is used
Check what conditionals are followed when the conditional approval is used
1 vote
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