5360 results found
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Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
1 vote
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pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
17 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 delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
10 votes -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
3 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
4 votes -
filter PandaDoc statuses in Salesforce
filter PandaDoc statuses in Salesforce
2 votes -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
26 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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No labels on Radio Buttons
Have the option to add radio buttons without having to label them.
5 votes -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
2 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
12 votesLindsey Schocke responded
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Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes
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