7689 results found
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4 votes
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Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Version History Log /Report
Collect Data/Report of Version History log
4 votes -
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
4 votes -
Co-Owner Role for documents
It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office
4 votes -
Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
4 votes -
Ability to shrink content blocks even more
Ability to shrink content blocks even more
4 votes -
Signature option: When recipient chooses Type, don't have their name there as a default.
Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.
4 votes -
Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
4 votes -
4 votes
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Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Collect credit card information via a text field and be able to validate that it's a correct credit card number
In case the client enters a credit card number that's incorrect, be able to validate it.
4 votes -
4 votes
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4 votes
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Do not automatically add the recipients in contacts
Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.
4 votes -
Connect Multiple Quickbooks Account
-Connect a specific Quickbooks Account per workspace simultaneously or
-Select a specific Quickbooks account in PandaDoc4 votes -
video content block - option to not skip or fast forward the video
video content block - option to not skip or fast forward the video
4 votes -
Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
Automations for Xero
Automations for Xero
4 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes
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