7415 results found
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Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
2 votes -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
3 votes -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Have a docx or PDF document that is screen reader accessible on pleading paper
Have a docx or PDF document that is screen reader accessible on pleading paper
2 votes -
2 votes
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Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Hot keys for bulleted and numbered lists
Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)
1 vote -
Option to hide a line item so signer cannot see it
Option to hide a line item so the signer cannot see it, only the sender can see the item
2 votes -
"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes -
[Variables] more options for the Role variables/apply custom variables to the role
More options for the Role variables/apply custom variables to the role
1 vote -
Text Block Visibility Based on Empty Variables
Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.
2 votes -
Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date
Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.
2 votes -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
2 votes -
Add conditional logic to Tokens
Since PandaDoc integrates very well with most CRM software's, it would be very helpful to have conditional logic features based on the information PandaDoc is accessing through an integration from a CRM. Currently, it is extremely cumbersome to have to create separate PandaDocs for various client scenarios that are being pulled from a CRM. With conditional logic built into the Tokens this would streamline the process to allow one document to vary based on information inputted from the CRM
1 vote -
[Embedded signing] hide document title / hide language dropdown
At the top of our documents, the name of the document is included twice in the PandaDoc Interface (one row that includes the option to change language, one row that specifies this is document x of y)... and then it's included in our own form itself.
We want to hide one or both of these lines from being displayed. Our application knows if they want the English or the French document, and we only ever include one document to sign at a time.
2 votes
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