7338 results found
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Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes -
Ability to add an additional note for each section
The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.
1 vote -
Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
pulling a report on how many smart contents was used
pulling a report on how many smart contents was used
1 vote -
Option to set a condition to go to the next page
So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.
2 votes -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
2 votes -
[Intergration] Native way in PandaDoc to change values coming in from Integrations
Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.
1 vote -
Photo collage
I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.
1 vote -
Automatic logout
PandaDoc keeps me logged in even if I’m done working. When I come back to do something, I’m still logged in. This is a security concern. is there a way to change this?
1 vote -
Vertical alignment for text
Option to vertically align text
2 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
1 vote -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
Option for installment payment on surcharges and not one time payment
Option for installment payment on surcharges and not one one-time payment
2 votes -
disable attachments to Zoho CRM while keeping email attachments
disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.
1 vote -
Restrict other users from viewing documents
Have the ability to change the permissions who can view the document.
2 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
2 votes -
Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
1 vote -
Ability to make payment as refunded
We anticipate some clients may request refunds, and for internal tracking, it would be helpful if the engagement status reflected that rather than just showing as “Paid.” This would also help us with the total, under the payments section, accurately reflecting the total paid amount.
1 vote
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