7445 results found
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6 votes
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Smart content: be able to pull CLI background image
If:
-Template theme doesn't have a background image
-Page of the template where conditional smart content block is placed doesn't have a backround imageThen
-Be able to pull the background image of the CLI for the page in the resulting document2 votes -
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)
68 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. -
Change Form Layout
Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page
2 votes -
Draft Status Option for Automation
Moving draft documents to a selected PandaDoc folder
1 vote -
add the day of the week as part of the date format
add the day of the week as part of the date format for documents
E.g. Tuesday, October 11, 2022
1 vote -
Payment integration: Elepay
Add Elepay integration
1 vote -
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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12 votes
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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 -
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 -
1 vote
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