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Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
59 votes -
[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)59 votes -
Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
58 votes -
Place a page break block inside a pricing table
The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.
58 votes -
Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
58 votes -
Option to BCC recipents on documents
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
58 votes -
Quickbooks Desktop Integration
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
58 votes -
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
58 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
55 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
55 votes -
Rotate pages
The option to rotate pages.
54 votes -
54 votes
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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
54 votes -
Move documents across workspaces
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
53 votes -
Assign all/several fields to one role/recipient at once in EV2
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
53 votes -
Edit / customize text in all email notifications
Edit/customize text in all email notifications
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39881941
53 votes -
Edit button on a template : Locking down the template from editing unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
53 votes -
Convert a form to a template
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?
52 votes -
[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
52 votes -
52 votes
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