6452 results found
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Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 votes -
Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
5 votes -
Direct hyperlink to a template
Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.
1 vote -
Reset signature field after copying a document
Reset signature field even if it was set before document is sent.
1 vote -
Download the PDF with the fields reflecting who they're assigned to.
Download the PDF with the assignee information beside the fillable fields
4 votes -
Restrict variable editing
lock down these variables so they cannot be edited within PandaDoc
8 votes -
ability to use *** as a placeholder.
ability to use *** as a placeholder.
1 vote -
Search by quote Sequence Number
Be able to search for a document based on the Quote Number
1 vote -
Option to add metadata to the forms
Option to add metadata to the forms
- Will allow the user to add / store meatada in forms
3 votes -
Option to hide all pricing table columns except the main total
Option to hide all pricing table columns except the main total
- will allow the user to hide all of the columns in the pricing table except the main totals.
3 votes -
[Quote Builder]: Change Language for Column Titles
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
6 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
6 votes -
Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
7 votes -
Once document signed allow owner to automatically CC recipients Certain information
When a customer signs a document, id like an email to go out to my team with certain information from the document.
1 vote -
1 vote
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Set Exclusion Rules for Salesforce Status Triggers
Set Exclusion Rules for Salesforce Status Triggers
2 votes -
Expand the field automatically if the table cell is expanded
If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)
6 votes -
Check what conditionals are followed when the conditional approval is used
Check what conditionals are followed when the conditional approval is used
1 vote -
1 vote
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automatic collection - stripe
automatic collection - stripe
help collect payments that may have otherwise been unsuccessful
2 votes
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