6933 results found
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8 votes
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Custom indents for text & lists
Custom indents for text & lists
8 votes -
Ability to set date field validation (any, future, past) from PDF via API
Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.
8 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
8 votes -
Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 votes -
fillable fields for internal use only
fillable fields for internal use only - hide fields from customers or recipients
8 votes -
Ability to have multiple primary signers in Forms
Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.
8 votes -
copy tables with formating
Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.
8 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
8 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
Stripe API to Existing Products and Customers
Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...
8 votes -
Smart Content Works on Cover Pages
Be able to use smart content on cover pages.
8 votes -
Ability to copy forms into another workspace
It would be helpful to be able to copy forms into other workspaces.
8 votes -
Customize Start / Finish button text
We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".
8 votes -
Report to view documents collaborators are on
Being able to run a report to view all of the documents there are collaborators on.
8 votes -
View-only form: only create a sequenced form (document) if the client signs the form
Disable creation of documents when a form is only used for viewing.
8 votes -
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
8 votes -
to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
8 votes -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
8 votes
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