6974 results found
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4 votes
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Word wrap option - Dropdown field
word wrap option - Dropdown field
3 votes -
Files attached to a document to pull over into the new version of the document upon being duplicated
2 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 video:
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Automatically link duplicated documents to the same CRM record
The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.
1 vote -
Update multiple recipients on a single document via API.
Update multiple recipients on a single document via API.
1 vote -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
Map line items to a table block
Map line items to a table block via Zapier and/or native integrations.
4 votes -
Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Increase the number of characters for template title
Increase the number of characters for template title
2 votes -
Webhook trigger for Tags
Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)
4 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
2 votes -
Detect page number of the actual signature field on it via API
Option to detect the page number of the actual signature field on it via API. User case:
I have a use case where I have the reference number for signature pages within the documents I am analyzing. I was wondering if there is any way to get document details through the API using the signature reference number.1 vote -
Pricing table: separate design option for total sections (adjust design for totals individually)
The ability to change the font color, style, size of the pricing table numerical values and totals individually.
56 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:
- Hide the total section and add text block below the pricing table.
- Use Pricing table total variable or any other that you'd need to adjust.
- Change format as needed via Text design.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Ability to customize formula in a pricing table.
Ability to customize formula in a pricing table.
8 votes -
Easier way to replace fields with same shape and size content blocks
Easier way to replace fields with same shape and size content blocks
2 votes -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 voteHi. 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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Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular table
2 votes
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