7198 results found
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Rooms being sorted by name of room
Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.
Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.
1 vote -
2 votes
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Design: set different font for different headings
Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2
3 votes -
Fields should tie to and update variables used in document
eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.
PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.
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Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
In your template, go to the Variables tab and find the Company.Name variable.
Copy the variable name without square brackets.
Click on a field in your template and select 'Properties' on…1 vote -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
1 vote -
Recipient Groups in Hubspot
Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?
1 vote -
Smart content block: keep the block if the document was pulled back to Draft
We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.
We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.
2 votes -
Option to remove or hide the content block section
An option to remove or hide the content block section from the right side navigation under the plus sign.
1 vote -
Catalog import: add a value for csv file that would command not to change the existing values
Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.
1 vote -
A dropdown menu inside a table cell
A dropdown menu option inside a table cell.
1 vote -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
9 votes -
Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
3 votes -
Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Schedule sending document with touch of Automation (something to connect the 2 documents)
Schedule sending document with touch of Automation
Example:
- create (Disclosure agreement)
- Created the 2nd document
How to work:
Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.
or
Improve the automation feature, I tried it but it did not work well on the types of the document we have.
It only have an option to put an specific template, better if we can link an created document.??
1 vote -
Pipedrive: use multiple templates when creating a document from a CRM
Ability to bundle two or more templates when creating a document from a Pipedrive.
1 vote -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
12 votes -
Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Authorize.net Emulator
Have the ability to use a gateway that has authorized.net. emulation
2 votes -
Quote builder: "You'll save" field with %
We'd like to see "You'll save" field with % of the discount
1 vote
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