6399 results found
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Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
113 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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CFR-11
CFR
112 votesHi,
Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned! -
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
111 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Fields move automatically with text blocks: link fields to blocks
fields stay in place and move with content of text blocks ev2
109 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)109 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
107 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
107 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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Convert a form to a template [Workaround in comments]
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
105 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Delete/remove/edit tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)
104 votesHi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Arabic / Hebrew localization: right-to-left writing
right-to-left writing
102 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, you can upload a PDF that includes right-to-left text. if you'd like to see how to upload a PDF, please check here: https://support.pandadoc.com/hc/en-us/articles/360026068113-Getting-started-
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.101 votes[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
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choose specific time of day for document expiration
choose specific time of day for document expiration
101 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
98 votesHi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
93 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
93 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Allow additional page formats and custom sizes
Introduce more page sizes to the document editor:
* American legal size paper - 8.5 x 14 inches
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
90 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
89 votesHi there! Unfortunately we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
88 votesHi there. Thank you for submitting your idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)
when fill in a document with optional fields the arrow should point all the fields (required and optional)
84 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to rotate pages of an uploaded document
The option to rotate pages.
84 votesHi there! Thank you for submitting your idea. Unfortunately, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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