4525 results found
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Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
84 votes -
84 votes
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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
84 votes -
Place a page break block inside a pricing table
The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.
83 votes -
Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.82 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
80 votes -
Assign all/several fields to one role/recipient at once in a template [Workaround in comments]
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
79 votes -
Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
75 votes -
Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
75 votes -
Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
74 votes -
Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
73 votes -
[Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)
Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template
73 votes -
Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
72 votes -
72 votes
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Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
72 votes -
Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
70 votes -
Convert a form to a template [Workaround in comments]
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
69 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
69 votes -
Personalized links: White-label document URL (recipient link) / Customize the links for documents
So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that
69 votes -
Fields move automatically with text blocks: link fields to blocks
fields stay in place and move with content of text blocks ev2
68 votes
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