3784 results found
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Download 2 separate PDFs
I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
11 votes -
1 vote
Hi. 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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Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
28 votes -
Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
106 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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Counting finished forms and not form responses (just opened / started forms)
We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient
6 votes -
Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 voteHi,
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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Show the description when adding a catalogue item to the pricing table.
Show the description when adding a catalogue item to the pricing table.
As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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conditional rule for text field
conditional rule for text field
12 votes -
Ability for other user to receive notification of an eForm
Ability for other user to receive notification of an eForm aside from the initiator or publisher
2 votes -
Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Create Approver filter in the document list
Create an Approver filter in the document list
2 votes -
49 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
11 votes -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
12 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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`Merge variables
(for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.
4 votes -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
3 votes -
Display item cost in a quote (Advanced Quotes)
Display cost in a quote
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Ability to turn off reminder even the document was already sent.
Ability to turn off reminder even the document was already sent.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
18 votes
