5383 results found
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1 vote
Valeryia Baranava responded
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Show Workspace ID in document details endpoint
Show workspace ID to the response of Get document details call
2 votesValeryia Baranava responded
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Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 voteValeryia Baranava responded
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add tags to multiple documents
adding tags to multiple documents
20 votesValeryia Baranava responded
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Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votesValeryia Baranava responded
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1 vote
Valeryia Baranava responded
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Google Sheets: follow custom page breaks
In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.
1 voteValeryia Baranava responded
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Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votesValeryia Baranava responded
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Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votesValeryia Baranava responded
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Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votesValeryia Baranava responded
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Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votesValeryia Baranava responded
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Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
6 votesValeryia Baranava responded
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Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function5 votesValeryia Baranava responded
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2 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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Smart Content to Support Drop-down values from variables
For the Smart Content to pull drop-down variable values once the latter gets implemented.
8 votesValeryia Baranava responded
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Oracle CPQ
Native integration with Oracle CPQ
1 voteValeryia Baranava responded
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Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votesValeryia Baranava responded
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Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.
4 votesValeryia Baranava responded
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Smart content and custom fields and conditions
Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.
1 voteValeryia Baranava responded
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Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votesValeryia Baranava responded
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