7443 results found
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Inform users about changes and updates in product before making them
Inform about changes and updates in product
5 votes -
Optional item design: add an option to change the design of dots (button that client clicks when choose the item)
Have more design options to make optional item in the pricing table more visible for the recipient when it's not selected, for example, more obvious tick box
2 votes -
Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
124 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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1 vote
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to have a small pop up window to update names, prices, SKU
to have a small pop up window to update names, prices, SKU
To change the price, you need to go to an item to change a price, it takes a few seconds to load. Then I change price and it takes another few seconds to save. then when I go back to the subcategory I don't always go back to it, and it takes me back the main catalogue and I have to go find the next item to change.
Things like names, prices, SKU. I just want to be able to click on an item, have a small pop…1 vote -
Option to have the signature appear with a frame around it with the transaction ID number.
Option to have the signature appear with a frame around it with the transaction ID number.
2 votes -
Required field for document Sender
Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.
"How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?
I want to add a field that my staff must enter before they are able to send off the document to be signed."
2 votes -
Ability to open the same product in catalog via clicking on it in pricing table.
Ability to open the same product in catalog via clicking on it in pricing table.
1 vote -
show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom
show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom
It is possible to select all the products only if you scroll down till the end
1 vote -
The ability to conflicting themes to keep formatting.
For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.
5 votes -
Ability to have payment trail ( history ) in version history.
Ability to have payment trail ( history ) in version history.
2 votes -
Arabic / Hebrew localization: right-to-left writing
right-to-left writing
120 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Choose document folder via Integromat
Option to choose a document folder when create a document via Integromat
1 vote -
Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
6 votes -
Wordpress
is there a Wordpress integration for PandaDoc without third party plugins?
5 votes -
Change Time Zone for Date Variable
change time zone for date variable formatting
51 votesHi. 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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Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
9 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
217 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
24 votes
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