6788 results found
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Setup 2FA for all users at once
Option to setup 2FA for all users at once
13 votes -
Ability to build a report based on the Creator. Do not break down the report to list each document.
Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually
2 votes -
Ability to show a discount a separate row
I want the discount to show as a separate row and not column in the pricing table
2 votes -
Add Smart Content in a table
The ability to add Smart Content inside a table.
2 votes -
[API] Get Org ID
Option to get organization ID via API
2 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
3 votes -
Link conditional fields
Option to link fields in case the condition is applied:
I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field5 votes -
Automatic Data Transfer Between Documents and Templates
A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.
2 votes -
2 votes
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Smart Forms: pre-fill using web link
Able to use the prefill values using direct web link feature similar to classic forms feature within the Smart form
3 votes -
Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
2 votes
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Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
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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Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Block iFrame or or show a warning sign if PD WS is not connected to SalesForce
We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.
2 votes -
2 votes
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Automatically delete assigned fields when deleting recipients
A way to automatically delete fields from an assignee when removing such assignee/role from the document.
2 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
3 votes
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