4096 results found
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Replace unfilled variables with blanks when creating docs via Zapier
If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces
24 votes -
Collect Card Details without Payment Integrations
Be able to collect card details and store it in the app.
24 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
24 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
24 votes -
Fillable fields placed inline with text blocks and tables
Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.
24 votes -
Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
24 votes -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
24 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
24 votes -
Option to test payment on a document using Stripe (sandbox)
Customer would like to test using Stripe (if it is possible without using their card for payment)
24 votes -
Ability to search within the document
Ability to search within the document
24 votes -
24 votes
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Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact
add a contact group (one name) with 3 email address inside it.
example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support
24 votes -
Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
24 votes -
OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
24 votes -
UK English language interface
UK English language interface
23 votes -
Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
23 votes -
Auto-reminders per recipient
Be able to set up auto-reminders per signer, not only per document
23 votes -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
23 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
23 votes
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