7423 results found
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Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
Conditional Logic Between Fields and Pricing Tables
Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.
2 votes -
Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
5 votes -
Have a Finalized option after resolving all the suggestions
Have a finalized option after resolving all the suggestions
2 votes -
Language Localizaion for API Embedded Editor.
It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.
2 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
2 votes -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Have a docx or PDF document that is screen reader accessible on pleading paper
Have a docx or PDF document that is screen reader accessible on pleading paper
2 votes -
2 votes
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Option to hide a line item so signer cannot see it
Option to hide a line item so the signer cannot see it, only the sender can see the item
2 votes -
Smart Content: Populate items based on Pricing Table selection
The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.
3 votes -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes -
Text Block Visibility Based on Empty Variables
Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.
2 votes -
Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date
Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.
2 votes -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
2 votes -
[Embedded signing] hide document title / hide language dropdown
At the top of our documents, the name of the document is included twice in the PandaDoc Interface (one row that includes the option to change language, one row that specifies this is document x of y)... and then it's included in our own form itself.
We want to hide one or both of these lines from being displayed. Our application knows if they want the English or the French document, and we only ever include one document to sign at a time.
2 votes -
2 votes
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CRM: ability to pass zero in the variable when it is the first digit of the number
ensure that the number 0 (zero) is not removed when it is the first digit in the data passed to PandaDoc as a variable. Currently, it appears that PandaDoc automatically excludes the zero when it is the first digit, which is essential for accurate data representation
2 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
3 votes
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