2928 results found
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Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votesValeryia Baranava responded
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2 votes
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6 votes
Hi. 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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Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes -
Customize Integration token fonts style and size
Customize Integration token fonts style and size
- Alow the user to customize font style and size of the integration tokens
3 votes -
Add catalog to mobile app!
Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!
24 votes -
PandaDoc mobile app and Monday CRM mobile app integration.
PandaDoc mobile app and Monday CRM mobile app integration.
8 votes -
3 votes
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Automate Reporting
Identify which documents are still waiting to be signed and email it as a report automatically
10 votes -
The ability to change a pricing table image from the document.
The customer would like to be able to edit pricing table images from the catalog from within the document.
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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Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
21 votes -
Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
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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Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on12 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
7 votes -
Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
14 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
10 votes -
Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
7 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
9 votes -
Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
3 votes
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