6612 results found
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1 vote
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improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
7 votes -
API endpoint to send out documents via email
It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.1 vote -
See the Document Record for all workspaces in Salesforce
Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.
1 vote -
1 vote
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1 vote
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highlighted table cell makes white text invisible
When you highlight or click into a table cell, it makes white text very hard to see or edit.
7 votes -
Option to Change Image background color
Option to change the image background color
4 votes -
Get workspace ID from IU
Option to get workspace Id from UI
3 votes -
Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data.
Here's a quick guide on how to do it:
- Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
- Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
- Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.
For copying into a pricing table specifically:
- Prepare Your Table: Ensure your…
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1 vote
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Insert symbols - e.g. check mark
Ability to insert or paste a symbol, such as a tick mark, into the document and tables
8 votes -
1 vote
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Conditional feature for fields that will prompt the signer to choose if required or not required
Conditional feature for fields that will prompt the signer to choose if required or not required,
9 votes -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 votes -
Include or exclude content depending upon SFDC fields
Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.
1 vote -
1 vote
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
1 vote -
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).
1 vote -
Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes
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