6487 results found
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2 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
2 votes -
2 votes
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Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
2 votes
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2 votes
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Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes -
2 votes
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Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
Count all the templates/documents in folder (including subfolders)
Be able to see the number of all documents/templates in the folder (including subfolders)
2 votes -
2 votes
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2 votes
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2 votes
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PDF Portfolio files to be supported by PandaDoc
At the moment we don't support PDF Portfolio file upload in PD documents.
2 votes -
2 votes
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