7521 results found
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1 vote
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Bundling Documents, not only templates
Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.
14 votes -
Horizontal line / separator (block) similar to MS word
Have a content block for dropping a line in between other blocks
23 votes -
Ability to access PandaDoc via MS Dynamics' Context IQ
Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.
- Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.
2 votes -
pull content library items
provide content library item id, name and other properties when pulling template details from GET request.
in content placeholders section?"content_placeholders": [ { "uuid": "", "block_id": "Content Placehoder 1", "description": "" },{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
},
{
"uuid": "",
"blockid": "Content Placehoder 1",
"description": ""
}
],3 votes -
Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
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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pass line items formatting from hubspot
pass line items formatting from hubspot
25 votes -
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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increase document list results
The doc says the Default is 50 and Max is 100. We need more results during the document list API call
2 votes -
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
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