7628 results found
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inline comments: comment on a cell, text box, or section
would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section
1 vote -
Disable local password for certain email domains
I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.
This is a simpler configuration option than setting up Google as a SAML IdP.
1 vote -
keep library items in new document with transfer data to feature
keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over
1 vote -
Checkbox in Pricing table functionality
The option to make the checkboxes within the pricing table only editable to users and not recipients
3 votes -
4 votes
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design - Magazine layout for pages
They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.
1 vote -
1 vote
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AI driven auto-fill using prior answer
AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.
5 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
43 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! -
Customize Left and Right Border for Page
Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.
2 votes -
1 vote
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clear cache button on upload error
You should add a "clear local storage and try again" button to the error message when a file fails to convert.
I've run into multiple problems uploading files that I want to become editable.
Each time, a support agent was able to upload the file for me, but I was not.
Each time, they asked me to clear my cache and try again (which also did not work).
Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.
If you add a button that does this, then you alleviate your support system if…
1 vote -
API
No Open API on the customer side
5 votes -
Refresh tokens in Dynamics
Re-add the refresh token option in EV2
2 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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2 votes
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when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Select multiple text boxes to cleanly copy/paste into Word or Outlook
Select multiple text boxes to cleanly copy/paste into Word or Outlook
(originally spoke to Raena Aniban on support)
2 votes -
Save (do not reset) ticked line items (products) in a pricing table after the "Edit document" button is clicked (document is edited)
Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked
1 vote -
Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes
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