5401 results found
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JIRA
Jira integration
5 votesValeryia Baranava responded
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Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Tie Approvals to Content Library Items
I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.
5 votes -
Make Start - Next - Finish navigation buttons work better with multiple fields
Can you modify the navigation to work better in documents with lots of optional fields?
1 vote -
Pull Content Library Item to Document via Zpier
Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.
1 vote -
Upload custom font via file upload
The ability to have custom fonts outside of Google fonts
80 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
138 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
14 votes -
Add a special icon for the collaborators in the "team" section.
Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."
1 vote -
Change the email and its body for the notifications sent once the collaborator is added to the account.
Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.
1 vote -
Schedule Sending documents
Ability to schedule when to send a document
292 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the 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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send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 votesHi,
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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Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Push the updates to custom object in Salesforce for notes
Push the updates to custom object in Salesforce for notes
3 votes -
2 votes
Hi. 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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