5360 results found
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Restrict adding fields
Option to disable user's the possibility to add fields on top of documents
1 voteLindsey Schocke responded
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API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
1 vote -
4 votes
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Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votes -
Operators as a condition in smart content
can I use operators as a condition? For example if "amount > 0" then show "content".
1 vote -
Enlarge uploaded signature
Enlarge uploaded signature after the signature has been attached.
3 votes -
Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
4 votes -
13 votes
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1 vote
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[Quote Builder]: Add an Inline comment for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
3 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Add configurable rules for variable names within a Template
Template creators may want to restrict the variable names that would be eligible within a template.
Desired level of the rule would be at the Workspace level, to apply to all of its templates.
Desired rule would be a white list of allowable names, with import/export features to ease maintenance.
9 votes -
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
1 vote -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
4 votes -
Allow recipient to change information if it's incorrect from Saleforce variables.
Allow recipient to change information if it's incorrect from Saleforce variables.
3 votes -
Draw block on documents and templates
A block which allows to draw in it; a function to draw images in the templates/documents.
5 votes -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votes -
Template Activity Tab
See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.
6 votes
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