7585 results found
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Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
5 votes
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Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
20 votes -
Push PD doc status to any Dynamics table that is mapped to a template
Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.
The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.
The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…
1 vote -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes -
2 votes
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Vue.js Framework integration
Vue.js Framework integration
2 votes -
Radio Buttons as the source for payments
Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement
2 votes -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
Ability for a user to track up to their 10 last logins
The ability for a user to track up to their 10 last logins on their end
1 vote -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Option to expand product description
Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.
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 below:
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Enforce Birth Year Rules for Date Fields
Feature Request: Enforce Birth Year Rules for Date Fields
Title: Enforce Birth Year Rules for Date Fields
Description:
Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.Benefits:
Reduces data entry errors Saves time on manual corrections Enhances user experience with better form validationCurrent Workarounds and Limitations:
…Setting the date field to "Past Dates" helps but doesn't fully prevent errors. Using a text1 vote -
Ability to add Document Tags within the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
2 votes -
1 vote
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Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
Option for downloaded PDF to have information from the collect files field
- Downloaded PDF has an active collect file field
9 votes -
Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
5 votes -
Ability to add content library items on top of uploaded pages
Ability to add content library items on top of uploaded pages
3 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes
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