6881 results found
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Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes -
Dynamic text: conditional logic for tables rows and cells
Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)
2 votes -
Disable alignment bar on fields
The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.
2 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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Mercury Bank payment gateway
Adding Mercury Bank as a payment gateway to PandaDoc's integration.
2 votes -
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
2 votes -
Hide suggest edits history from recipient
The customer would like to hide or remove edit suggestions history from the recipient's view.
2 votes -
Pass the Salesforce currency variable to display only the currency symbol
The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead
2 votes -
Ability to select the signer in the recipient group
Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.
2 votes -
The ability for the recipients to view and download document versions
The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.
2 votes -
Set a product price and change the currency for the document based on smart form selection.
Set a product price and change the currency for the document based on smart form selection.
2 votes -
Client ability to customize PandaDoc Interface Navigation Menu
I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.2 votes -
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form
2 votes -
Update image inside document based on user sending the document
Update image inside document based on user sending the document
2 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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Lock fields after being filled
Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.
2 votes -
Option to populate name of an uploaded image into a custom variable
Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful
2 votes -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
Hide product description in Pricing Table
Hide product description in Pricing Table
2 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 video:
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Automatically add products selected in Quote Builder to a Pricing Table
Automatically add products selected in Quote Builder to a Pricing Table
2 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
2 votes
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