6612 results found
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Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
2 votes -
2 votes
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3 votes
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Add ZWL i.e. Zimbabwean dollar to available currencies.
Add ZWL i.e. Zimbabwean dollar to available currencies.
1 voteGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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Duplicate/Copy contacts in PandaDoc
Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
Currently, the new contact has to be completely filled out again.1 vote -
1 vote
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Make video thumbnails smaller in a document body
Ability to make the video thumbnails smaller
1 vote -
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed
1 vote -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
19 votes -
Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
2 votes -
Auto-generate document variables for page numbers, header names, etc.
In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.
1 vote -
19 votes
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2 votes
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2 votes
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1 vote
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1 vote
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Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
6 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
13 votes
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