743 results found
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Conditional logic for attachments
Allow conditional logic of smart content to add attachments to documents.
Alternative -Allow Attachments to be saved in the content library items.Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.
1 vote -
Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.
"Import a Word document. Look at the incorrect paragraph and line spacing."
1 voteHi. 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! -
View two pages at a time side-by-side
I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.
It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…
1 vote -
Redirect recipient to a custom URL upon completion based on certain conditions.
Redirect recipient to a custom URL upon completion based on certain conditions.
1 vote -
Ability to assign a whole content blocks (table) to document recipients
Ability to assign a whole content blocks (table) to document recipients for them to fill in
1 vote -
Table of Contents for all documents that are bundled as one document.
Table of Contents for all documents that are bundled as one document.
1 vote -
Ability to set default initials.
Ability to set default initials.
1 vote -
Publishing / editing / hold mode for a master template
Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again
1 vote -
Option add .webm file as a background image
add .webm file as a background
1 vote -
Ability to create reusable templates of fillable fields that can be layered on to documents
Add feature to create templates of fillable fields layout that can be applied to templates or documents
1 vote -
Ability to simultaneously sign Document with several others
Ability to simultaneously sign Document with several others at least 25 like Docusign has
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can add up to 50 recipients to the document and set up a signing order, including a non-sequential order that allows several recipients to sign simultaneously.For more information, please follow the links below:
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Navigation button in a middle of the page
Option to have a button navigation in a middle of the page
1 vote -
Ability to calculate the total weight of products within the quote.
Ability to calculate the total weight of products within the quote.
1 vote -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
1 vote -
Image autofills the block rather than expand
Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.
We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.
1 vote -
Table: distribute columns evenly
To have the possibility to select two or more columns in a table and distribute to make them the same size.
1 vote -
Delete prompt message
The ability to receive a prompt message first before it deletes the entire content or table.
1 vote -
Conditional logic for numbered list
I'd like to have automatic numbered list with a conditional logic. For instance, if the person is a company, Paragraph 3 should be deleted, so Paragraph 4 becomes Paragraph 3.
1 vote -
Align the title in the center on the cover page automatically
Align the title in the center on the cover page automatically
1 vote -
Hidden notes field for a product
I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.
1 vote
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