248 results found
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
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!
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Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
91 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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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
91 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Prevent templates from editing: Locking down the template 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
91 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message85 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
85 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! -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
85 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Drawing lines and shapes
The option to draw lines and shapes (like in Word).
84 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! -
84 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
82 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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81 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Quickbooks Desktop
Diff requests for improvement of Quickbooks integration:
- Integration with Quickbooks Desktop
80 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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Close.io
Integration with Close.io
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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77 votes
Hi. 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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Upload custom font via file upload
The ability to have custom fonts outside of Google fonts in EV2.
75 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Customize footer page numbers, font size, font color and margins and padding
Customize footer page numbers, font size, font color and margins and padding
73 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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Ability to Zoom-in and Zoom-out on document with the help of built-in feature
When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.
73 votesWe wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding. -
Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
72 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
71 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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