7155 results found
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Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votes -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
1 vote
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Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
8 votes -
Subtotal *without* line item discounts total & the subtotal without discount
subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and
31 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes -
Search for page numbers in page reordering menu
Search for page numbers in page reordering menu
3 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
8 votes -
5 votes
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Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
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 -
5 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.
5 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
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