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Option to BCC recipents on documents
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
19 votes -
Share Folders between Workspaces
Ability to share whole folder to another workspace
19 votes -
Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
18 votes -
Delete/remove tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)
18 votes -
Changing the field color
Ability to change the color of the field
18 votes -
Hide some templates/folders from users
limit which templates / template folders a user can access
18 votes -
Document Preview function
Ability to preview the document as the cusotmer would see it outside of PandaDoc
18 votes -
18 votes
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18 votes
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18 votes
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17 votes
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Change timezone of the system
Have an option to change timezone of the application to AEST.
17 votes -
17 votes
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
17 votes -
Custom font in EV2
The ability to have custom fonts outside of Google fonts in EV2.
16 votes -
Assign all/several fields to one role/recipient at once in EV2
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?
16 votes -
Templates embed options
- Block the fields from the recipients so they are not able to put text in.
- Ability to change design of the embedded template popup
16 votes -
Salesforce CPQ Integration
Integration similar to Salesforce but for Salesforce CPQ
16 votes -
Set client's default email subject
Set client's default email subject (instead of X has sent you the document).
16 votes -
Conditional Logic on PandaDoc fields
From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one.15 votes
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