7351 results found
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Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
To be allowed to set the zoom level for the preview view.
To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.
1 vote -
Enable internal links – so that I can place a button which links to another page within the document.
Enable internal links – so that I can place a button which links to another page within the document.
1 vote -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
2 votes -
3 votes
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Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
2 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
Filter documents by attachments.
Filter documents by attachments.
1 vote -
Copy Smart Forms into other Workspace
Ability to copy Smart Forms into other Workspace.
There's a post that mentions this feature, but for the normal Forms here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45975388-ability-to-copy-forms-into-another-workspace
1 vote -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
2 votes -
Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
2 votes -
Enable/Disable Notary by Workspaces
They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.
2 votes -
Option to set up a deposit and a monthly subscription option
We would like the deposit to be charged at signing and then the recurring payments start 15 days later
1 vote -
2 votes
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Warning when publishing changes to all content using a theme
I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.
Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.
The prompt asking if we should apply it to other…
1 vote -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
3 votes -
2 votes
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