2933 results found
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Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votesLindsey Schocke responded
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Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
5 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
4 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
3 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
7 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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2 votes
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Conditional field on date field
Conditional rule can be set up on date field
3 votes -
Hide columns in pricing table via API
Add the option to hide the columns in pricing table via API.
6 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 for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
10 votes -
[Pricing table]: show line item fee total in the total
Option to show line item fee total (similarly to line item tax total) in the total of the pricing table
5 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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Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
36 votesValeryia Baranava responded
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hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
29 votes -
Apply pricing table number of decimals to calculations also
At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.
5 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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API: nested fields in body request
Option to use nested fields in the body request when you create a document from PandaDoc template via API
3 votes -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
4 votes -
For the general account expiration settings to apply to all documents/templates, not only to new ones
Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.6 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
18 votes -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes
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