5387 results found
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5 votes
Valeryia Baranava responded
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schedule template update to publish at "x" time.
- due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
2 votes -
Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Share page between templates w/o content library
Ability to move individual pages between templates without needing to first add to the content library.
1 vote -
access emails history sent by pandadoc upon sending documents
history of emails sent with email body text
15 votes -
5 votes
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The ability to keep the paragraphs aligned even when using tiered numbering.
For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.
6 votes -
1 vote
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Conditional attachments
Add attachments to a document under specific circumstances
8 votes -
1 vote
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Ability to switch the entire catalogue currency.
Ability to switch the entire catalogue currency.
2 votes -
6 votes
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End users can not re-start a form if there’s an existing open document for that form.
Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?
Prevent a customer from submitting multiple Form entries using the same email address
49 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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Add spacing between header area and content.
On page breaks, content moved to next page is too close to the header looking terrible.
10 votes -
Dropdown workflow
Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.
1 vote -
Restrict the ability to download uncompleted document [Workaround in comments]
Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
Then, when the document is complete, they can download it.I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.
This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.
24 votes -
Capitalized Variable from CRM tokens
Capitalized Variable from CRM tokens
4 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
More documents in Pipedrive document panel
To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.
2 votes -
Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes
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