7094 results found
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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
24 votes -
Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
24 votes -
Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
24 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 per recipient
Be able to set up auto-reminders per signer, not only per document
24 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.
24 votes -
Duplicate pricing table rows
The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.
24 votes -
24 votes
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24 votes
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24 votes
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Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact
add a contact group (one name) with 3 email address inside it.
example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support
24 votes -
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!
23 votes -
Greater or Less than logic in smart content
The option to use > and < when defining Conditional Logic for Smart Content.
23 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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Access and complete the form without entering any information or email address
I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?
23 votes -
Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 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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Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
23 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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UK English language interface
UK English language interface
23 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
23 votes -
Notification for signed but did not hit the Finish button
Notification for signed but did not hit the Finish button
23 votes -
Ability unhide / reveal hidden pricing table columns after document completion.
Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.
23 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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Ability to invite users into multiple workspaces at once.
Ability to add multiple users to multiple Workspaces all at once
23 votes
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