5370 results found
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Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
15 votes -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
Automation: The automatically sent document will contain information provided by the recipients from the first document
When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document
5 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.3 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
15 votes -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
6 votes -
API: extract the signature image
Option to extract the signature image from a signed PandaDoc document and show it in the platform portal.
1 vote -
3 votes
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1 vote
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Option to hide options in the ellipsis
- Option in hiding download convert template etc
1 vote -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
3 votes -
customize SMS verification
customize SMS verification
6 votes
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