7016 results found
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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 -
4 votes
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2 votes
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1 vote
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2 votes
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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
7 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)
14 votes -
Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
1 vote
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calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
Provide suggested edits notification to the person the document was sent on behalf of
This would be particularly useful when sending contracting documents on behalf of our legal counsel.
1 vote -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
2 votes -
Field location based on text matching
For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.
1 vote -
2 votes
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Mask content: Hide Information Until Recipient's Mouse Hovers Over It
It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.
The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)
13 votes -
PDF attach as files from Monday.com
get the PDF directly to Monday and not a link
4 votes -
Bundles - checkpoints
checkpoints for new hire employee bundles
multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"1 vote -
Manually changing document status in the MS Dynamics iFrame
Manually changing document status in the MS Dynamics iFrame
1 vote
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