5388 results found
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7 votes
Valeryia Baranava responded
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Pricing Table: decimals editing on a cell level
to change the decimals on the cell level
18 votes -
Mobile functionality in Monday.com
Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.
11 votes -
PAD
Allow Canadian PAD (EFT) for Stripe payments in the integration.
2 votes -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Ability to allow replacing template variable with HTML snippet through API
We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet
5 votes -
Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes -
Toggle to add/remove permission to print document before sending through PandaDoc
most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can create a custom role and disable the permission for a user to download their own documents.
For more information, please check the link below:
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Processing time
Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.
1 vote -
2 votes
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Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
15 votes -
3 votes
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Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
13 votes -
Option for deleting multiple pages in a document or template
Option for deleting multiple pages in a document or template.
80 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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3 votes
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