6931 results found
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Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
6 votes -
Option to assign users to view a specific template only
option to assign users to view a specific template only
6 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
6 votes -
6 votes
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Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
6 votes -
Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
6 votes -
Save changes manually
Have the ability to save changes manually instead of relying on the cloud
6 votes -
6 votes
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Dynamics 365 Business Central
Integration with Dynamics 365 Business Central
6 votes -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
6 votes -
Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
6 votes -
Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
6 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
6 votes -
Expand the field automatically if the table cell is expanded
If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)
6 votes -
Ability to automatically change the color of the variable depending on its value (negative/positive).
Ability to automatically change the color of the variable depending on its value (negative/positive).
6 votes -
Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
6 votes -
Switch workspaces in MS Dynamics
Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.
6 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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Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
6 votes -
ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
6 votes -
drag content blocks between pages easily
drag content blocks between pages easily
6 votes
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