5967 results found
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For the general account expiration settings to apply to all documents/templates, not only to new ones
Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.4 votes -
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 votes -
Prevent deactivated products in Pipedrive from being populated to the PandaDoc document
deactivated products in Pipedrive are not populated to the PandaDoc document
4 votes -
Add Japanese as UI Tanslation
Please add Japanese as an available language within the UI for clients. Thank you
4 votes -
4 votes
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Set up the default size for the images in the pricing table
Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.
4 votes -
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
4 votes -
Ability to manually rearrange the order of the content library items used in a specific template smart content block
Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.
4 votes -
4 votes
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limit document creation to be only created from CRM at the template level
limit document creation to be only created from the CRM at the template level
This will assist with adoption and further implementing best practices.4 votes -
4 votes
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same signature size
same signature size whether the other signature fields are small or large, after signing on the first/initial signature field
4 votes -
Ability to have multiple optional initial fields (conditional)
The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.
4 votes -
4 votes
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Formula Validation Field (see description)
Feature request for formula validation
A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
This would help to ensure that the information in the document is accurate and consistent.
I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…4 votes -
4 votes
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Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
4 votes -
Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
4 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
4 votes -
Recipients sign document prior to viewing documents
Client would like recipients to sign document prior to viewing document as a form of receipt of received document.
A legal way of gaining their acknowledgment of receipt
4 votes
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