2928 results found
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2 votes
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2 votes
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Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
8 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Default drop down lists for states
Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.
6 votesLindsey Schocke responded
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Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
4 votes -
Multi-column continuous text flow
Option for text blocks to support multiple columns and text flow.
If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.3 votes -
Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
3 votes -
Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
3 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes -
Canva Docs
Allowing Canva DOCS to be utilized in Panda
3 votes -
Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Group content blocks
Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.
17 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
9 votes -
Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
7 votes -
Restrict variable editing
Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature
16 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
20 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
9 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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