6974 results found
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Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
19 votes -
Set all fields recognized in PDF auto-placement as required
Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.
Would like to have the ability to choose whether these are default added as required or not required.
19 votes -
Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
19 votes -
Restrict the ability to download uncompleted document [Workaround in comments]
Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
Then, when the document is complete, they can download it.I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.
This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.
19 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19 votes -
catalog sharing across workspaces
catalog sharing across workspaces
19 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
19 votes -
19 votes
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Allow other people besides The document owner to receive renewal notification emails
Allow other people besides The document owner to receive renewal notification emails
19 votes -
Mass export variables
Ability to mass export variables list from the document or the template.
19 votes -
Link documents from PandaDoc to Zendesk Sell
Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
19 votes -
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
19 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
19 votes -
Add variables to the Room
add variables to the Room
18 votesHi,
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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Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
18 votes -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
18 votes -
[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
18 votes -
Automations based on Forms
Automations based on Forms
18 votes
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