5401 results found
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1 vote
Valeryia Baranava responded
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Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
3 votes
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Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
4 votes -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
4 votes
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Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
17 votes -
Lock users from changing expiration dates
Lock users from being able to change the default expiration date on documents
4 votes -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votes -
Send Images as Token Data via Zapier
Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.
11 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Template Editor SDK - Non-PD users
Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.
6 votes -
Edit the dimensions of insertable fields
It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document
9 votes -
Resize content blocks when an image is resized.
Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.
4 votes -
10 votes
Hi,
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, check the links below:
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Ability to make a document private between the creator and the recipient
Ability to make a document private between the creator and the recipient
7 votes -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
132 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
Agera
integration with Agera
1 vote
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