5383 results found
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Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votesValeryia Baranava responded
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Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
3 votes -
3 votes
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Have two account owners
Have two account owners
3 votes -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
3 votes -
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
3 votes -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
3 votes -
Smart content (conditional logic) - quicker response time
Would like the smart content (conditional logic) to respond quicker.
I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.
I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.
3 votes -
Twilio and Zuper
It would be nice to have Zuper and Twilio integration with PandaDoc
3 votes -
3 votes
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Sync between prices in Pricing Table
if the price is updated somewhere in the pricing table, ability to update the price automatically in another place
3 votes -
Exact.com
Integration with Exact.com
3 votes -
3 votes
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Make Cost / Margin visible on PandaDoc mobile app
Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
Currently you cannot view this column in the app.3 votes -
Restrict editing of blocks when Suggest Edits is turned on
When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.
Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.
3 votes -
3 votes
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3 votes
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Smart content: be able to pull CLI background image
If:
-Template theme doesn't have a background image
-Page of the template where conditional smart content block is placed doesn't have a backround imageThen
-Be able to pull the background image of the CLI for the page in the resulting document3 votes
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