5967 results found
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7 votes
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Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
22 votes -
4 votes
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3 votes
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switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votes -
Group for View Only access
a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.
2 votes -
2 votes
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Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
stretch an image to the edges in the header
stretch an image to the edges in the header (both on the left and right side)
4 votes -
34 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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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)
User would like to have the certificate of signature in specific language with local time
28 votes -
4 votes
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PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Grouped variables
replace a particular variable from all my templates all at once
7 votes -
More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
27 votes -
3 votes
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Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce
Goal: Drive better adoption
Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce1 vote -
Map Catalog Headers to Pricing Table Columns
The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.
1 vote
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