7636 results found
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conditional rule for text field
conditional rule for text field
12 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
12 votes -
[Integration]: Go High Level CRM
Add the CRM Go High Level to PandaDoc
12 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes -
show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
12 votes -
12 votes
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12 votes
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The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.
Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.
12 votes -
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
12 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.12 votes -
Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on12 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Support for Hebrew documents via the API
PandaDoc cannot be used with documents that contain Hebrew via the API.
Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.
Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
Additionally, sometime PandaDoc adds an extra space before/after the field name.This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…
12 votes -
Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
12 votes -
12 votes
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ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
12 votes -
ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
Lawpay/Affinipay
Lawpay is the most widely used payment gateway for lawfirms across the country.
Note: Affinipay is the parent company12 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
12 votes
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