6446 results found
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Finish Button on Documents with No Fields
Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.
3 votes -
System variables for a logged-in user: [Document.CreatedBy] variable
e.g. Createdby.username
2 votes -
2 votes
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Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
4 votes -
Automatically add roles when you add smart content with the content library items.
Option to automatically add roles when you add smart content with the content library items.
6 votes -
Ability to put a checkmark in the pricing table next to the line item in a related column.
Name Column 1 Column 2
Product 1 + -
Product 2 - +
Product 3 + +1 vote -
Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
4 votes -
Formatting possible to format the footer so that it has that yellow background?
Well, there are quite a few limitations on the pricing table formatting
possible to format the footer so that it has that yellow background?2 votes -
Ability to use different PayPal accounts within one PandaDoc workspace.
Ability to use different PayPal accounts for different templates within one PandaDoc account.
3 votes -
Set a default date for the Date field
Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.
4 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
6 votes -
1 vote
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Customization for the "Reasons for Declining" a document.
It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.
6 votes -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes -
Quality/clarity of uploaded image
Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.
1 vote -
Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 vote -
Web video chat request
The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.
1 vote -
Access and complete the form without entering any information or email address
I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?
22 votes -
prevent users from accessing specific folders in catalog
prevent users from accessing old folders in catalog
2 votes -
Auto Delete Dates in a Drop-Down Field
When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.
2 votes
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