740 results found
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attach PandaDoc documents to another PandaDoc document (not attaching file)
attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status
3 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Create a group of content added to one folder in the content library and select in to the Smart content
Create a group of content added to one folder in the content library and select in to the Smart content
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 votes -
Ability to search documents via the signature certificate ref. number.
Ability to search documents via the signature certificate ref. number.
3 votes -
auto-numbering from column to column
Have a way to continue the auto-numbering from column to column, and page to page
3 votes -
Restrict Editing of Smart Content similar to Content Locking
Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.
We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.
3 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
Save changes manually
Have the ability to save changes manually instead of relying on the cloud
3 votes -
3 votes
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Show list of all contacts in the document when typing a recipient
I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.
3 votes -
Fill column color (change column background color)
Fill column color (change column background color)
select entire column and change the background color all at once instead of 1 cell at a time.3 votes -
3 votes
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Ability to create a quote with a quantity total rather than only a price total, as we work on a points system.
The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.
3 votes -
Presentation mode on the Recipients side
When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
How can we change the standard viewing settings for the recipient?3 votes -
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.
To have this:
1. Level
I.Level 1.13 votes -
Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votes -
3 votes
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3 votes
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Have document separated in pages by default
Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.
Thanks
3 votes
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