7656 results found
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30 votes
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Multiple layers of conditional fields: conditional field within a conditional field
Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."
Thank you!
29 votes -
Collect Card Details without Payment Integrations
Be able to collect card details and store it in the app.
29 votes -
Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
29 votesHi. 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!
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Fillable fields placed inline with text blocks and tables
Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.
29 votes -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
29 votes -
29 votes
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Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
29 votes -
Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
30 votes -
Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
29 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
28 votes -
[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
28 votes -
Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
28 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
28 votes -
Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
28 votesHi. 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!
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Auto-Reminders For Bulk Send
Set auto-reminder in one go for documents that have already been sent by bulk.
28 votes -
Place a page break inside a text block
Allow a user to customize or cut a whole text block on desired segments.
28 votes -
Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)
User would like to have the certificate of signature in specific language with local time
28 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
28 votesHi. 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!
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