7336 results found
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Next and Previous buttons for Comments
Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.
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 -
Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
9 votes -
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 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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 -
Able to search for the documents of a deleted user in the documents tab by 'Owner' filter
detect the documents of the deleted user in the document filter owner
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 -
Update Google Sheet when PandaDoc document status changed
When someone signs the document I send them, I would like to insert their details in a Google Sheet document.
1 vote -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
Localization in Vietnamese
Vietnamese Localization
1 vote -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
12 votes -
Change format of page number
I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.
12 votes -
Customized Notifications to the Prospects
Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish
3 votes -
Increase the text field character more than 10,000
- will allow the user to exceed the 10000 limit
4 votes -
Additional field formatting for the phone numbers
Currently only 2 phone options: US or International
Some applications that we integrate template feedback with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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