2988 results found
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[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
3 votes -
Retrieving folder information via API
To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.
2 votes -
reference variables linked to heading numbering
It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.
For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.
1 vote -
Update unit cost in Hubspot
Update unit cost is the line item cost is changed in PandaDoc
2 votes -
Payment Gateway: WeTravel Payments via API
Ability to connect WeTravel Payments via API
2 votes -
Show tax as percentage and currency amount
It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added
3 votes -
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?
4 votes -
Customize text of the redirect window
Option to customize the text that shows on the redirection window
2 votes -
Control how fast it scrolls to the next field the recipient fills in
Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.
2 votes -
Transfer Room to another workspace
Transfer Rooms between workspaces.
3 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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Option to pin strikethrough setting in the editing panel
Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.
2 votes -
Progress/Status Update Option for Rooms Feature
Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.
3 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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Ability to select the type of documents displayed in the actions required section.
Ability to select the type of documents displayed in the actions required section.
1 vote -
Total for values within the pricing table column
Ability to add up just the values listed in the Price column
2 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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Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
3 votes -
API Email & Text Sent - If one fails, still deliver by other method.
API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.
2 votes -
Select Tool
As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.
Summary:
- Drag and select tool (encircle form fields for quick actions like copy + paste)
- Assign multiple form…
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 video below:
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Ability to mask field tags on PDF documents populated via API
Ability to mask field tags on PDF documents populated via API.
For example, a form where a signer enters their Social Security number. Mask the SSN number for security.2 votes -
Provide help text that specifies exact time/date of expiration
Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.
1 vote
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