7365 results found
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Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
Mapping in API
Mapping in API
Option to map via API
2 votes -
7 votes
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Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
3 votes -
2 votes
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Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
2 votes -
Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
Product to have two prices - fixed + annual
Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.
2 votes -
Dropdown functionality under Content Blocks
Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.
4 votes -
1 vote
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Add an attached file to saved messages
Be able to attach a PDF to a saved message, so that you can send it with every document.
5 votes -
Highlight required fields that need to filled out before sending
Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.
3 votes -
Option to document archive and vault using AWS S3 bucket
Option to document archive and vault using AWS S3 bucket
1 vote -
Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.
The customer wanted to disable scrolling option in mobile view.
3 votes -
Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
3 votes -
4 votes
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Apply design theme to table of contents as well. Table of contents formatting from custom design.
Ability for headers/footers and Table of Contents adhere to the document Design Theme
7 votes -
Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
195 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
15 votes -
Smart content (conditional logic) - quicker response time
Would like the smart content (conditional logic) to respond quicker.
I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.
I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.
3 votes
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