7438 results found
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Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
2 votes
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1 vote
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Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
2 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
5 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes -
Show all of Card Details
When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.
3 votes -
Ability to manually rearrange the order of the content library items used in a specific template smart content block
Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.
3 votes -
text to voice features for people with disabilities
text to voice features for people with disabilities in Notary
3 votes -
JavaScript SDK Preselect Template
It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.
1 vote -
Removing added custom fonts from the available ones
We would like to be able to remove custom fonts that we added
2 votes -
Stop when a form gets filled in an e-mail is sent with the same form
When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"1 vote -
1 vote
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Audit Trail - Recipient Analytics - Pages Viewed
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.
1 vote -
End users can not re-start a form if there’s an existing open document for that form.
Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?
Prevent a customer from submitting multiple Form entries using the same email address
45 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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approval workflow to be edited with Creator license
approval workflow to be edited with Creator license
1 vote -
1 vote
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