5401 results found
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Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote -
Ability to have a real time signature
to create a template that can be signed in real time and not sent via email to someone.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Replace source file for Forms [Workaround in comments]
For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf
16 votesValeryia Baranava responded
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30 votes
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7 votes
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More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
55 votesAfter careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
5 votes -
Make Cost / Margin visible on PandaDoc mobile app
Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
Currently you cannot view this column in the app.3 votes -
Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes -
3 votes
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If a document is deleted, all notifications to recipients stop
I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.
Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients
1 vote -
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not
When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.
1 voteHi. 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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Upload fields not publicly available
Hi there,
I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.
I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?
1 vote -
Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
28 votes -
Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
3 votes
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Personal History of Changes: Undo previous actions within account / workspace
track my own history and undo previous changes
2 votes -
Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
43 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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5 votes
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