7073 results found
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Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
1 vote -
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
2 votes -
save font and spacing when the document is exported into docx file
save font and spacing when the document is exported into docx file
2 votes -
Ability to adjust PandaDoc Notary notification settings
Ability to have a notary notification settings
3 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 to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
2 votes -
Design options for the signature and initial fields
The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)
5 votes -
Utilize Variables inside Content Library
having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times
5 votes -
Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet
This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )
3 votes -
Email body customization while creating/sending documents via API
The option to edit, customize and adjust the body of the email message when creating and sending documents via API.
2 votes -
Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote -
More Bamboo HR variables
More variables for the PandaDoc <> Bamboo HR integration, such as passport number.
1 vote -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
5 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
API delete call - for a specific page only
API delete call - for a specific page only instead of an entire document
5 votes -
Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
The option to display the total in the pricing table excluding tax/discounts/fees
The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.
135 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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API: nested fields in body request
Option to use nested fields in the body request when you create a document from PandaDoc template via API
1 vote -
1 vote
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Specific Characters in Form (Script)
Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.
Improvement in Codes (specific characters )
2 votes
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