4097 results found
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[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
12 votes -
66 votes
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Installments | Split payments on a document into more than 2 payments
Split payment on a document into more than two installments (please specify how many).
8 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Smart Content with "OR" conditional rule, when using variables
When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".
26 votes -
Ability to fax PandaDoc
Ability to fax PandaDoc
30 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
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Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
33 votes
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[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votes -
Table of Contents Numbering recognize PDF Page Breaks
Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.
19 votes -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
3 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
14 votes -
Slack Channels - Receive Pandadoc Notifications.
Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.
24 votes -
Multiple selection for radio buttons
The option to enable multiple selection for radio buttons
13 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
10 votes -
12 votes
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Conditional logic for fields that will allow text blocks to appear when condition is met
Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.
27 votes -
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
11 votes -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
11 votes -
Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
36 votes
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