6930 results found
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Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
4 votes -
option to edit text blocks by recipients
option to edit text blocks by recipients without redlining
4 votes -
Change invoice billing currency
Change invoice billing currency ( Recurly )
4 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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4 votes
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Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Version History Log /Report
Collect Data/Report of Version History log
4 votes -
Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
4 votes -
Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
4 votes -
Ability to shrink content blocks even more
Ability to shrink content blocks even more
4 votes -
4 votes
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Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Collect credit card information via a text field and be able to validate that it's a correct credit card number
In case the client enters a credit card number that's incorrect, be able to validate it.
4 votes -
Do not automatically add the recipients in contacts
Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.
4 votes -
Connect Multiple Quickbooks Account
-Connect a specific Quickbooks Account per workspace simultaneously or
-Select a specific Quickbooks account in PandaDoc4 votes -
video content block - option to not skip or fast forward the video
video content block - option to not skip or fast forward the video
4 votes -
A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
4 votes -
Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
4 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes -
API - add "Required" value for fillable fields in getting template details
"Required" value for fillable fields in getting template details
4 votes
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