7274 results found
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9 votes
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Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
Approval on text/content blocks on an order form/contract
When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.
2 votes -
Option to add recipient even the document status is completed
Option to add recipient even the document status is completed
4 votes -
Send a recipient link via Zapier as a reminder notification from Hubspot
send reminder via Zapier when the HubSpot in Zap
1 vote -
1 vote
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Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
67 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
13 votes -
Download / export or share Audit Trail via link
Option to users access audit trail using link.
5 votes -
Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
6 votes -
Collect files field has option to show the file / Collect files field file is visible in a document
Collect files field has option to show the file, like in Ev1. attach files can be viewed
17 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
Horizontal line / separator (block) similar to MS word
Have a content block for dropping a line in between other blocks
22 votes -
1 vote
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Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 vote -
pass line items formatting from hubspot
pass line items formatting from hubspot
24 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
add a document value custom amount to the template on PandaDoc mobile app
add a document value custom amount to the template on PandaDoc mobile app
When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app
1 vote -
Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
11 votes
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