6874 results found
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2 votes
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Conditional field on date field
Conditional rule can be set up on date field
2 votes -
Extend the Workspace [Invite Member] feature to allow for expiration on the invite
When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.
2 votes -
Copy & paste specific rows or columns of a table block to another table
copy paste specific rows or columns of a table block
2 votes -
The option to edit the form recipient details without un-publishing it
The ability to edit the form recipients (if assigned) without un-publishing the form.
2 votes -
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.
2 votes -
save font and spacing when the document is exported into docx file
save font and spacing when the document is exported into docx file
2 votes -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
2 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Specific Characters in Form (Script)
Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.
Improvement in Codes (specific characters )
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to enable mobile first e-signatures
Allow users to be able to embed a mobile-first e-signature experience into their own app
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
2 votes
Hi,
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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Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
2 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
2 votes -
2 votes
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