7590 results found
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Manage Approval Groups Centrally
Please make it possible to manage approval groups from a central location.
We have 50 templates that have the same approval group. If an approver needs to be added or removed, you need to enter each template, and amend individually the approver groups.
It would be ideal to be able to simply apply an approver group per template or folder of templates.
2 votes -
Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
API Standardized Naming for "Collect Files" Option
When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.
2 votes -
API Customizable Reminder Settings for Sent Documents
Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.
2 votes -
Prevent Admins from Bypassing Approval Workflows
Ability to prevent admins/managers from bypassing Approval Workflows
2 votes -
signing order to be followed when suggest edits are made
signing order to be followed when suggest edits are made
2 votes -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Saved My Signature option on the mobile app
Ability to use the saved "My Signature" option on the mobile app
2 votes -
Update Signing Order once document is sent via API
when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI
2 votes -
The ability to easily push design elements full bleed
- The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
2 votes -
Option to generate link and will not send the document
When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help
2 votes -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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To have more then 300 webhooks per workspace
Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number
2 votes -
Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
2 votes
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Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
Option to set an admin for each folder
Option to set an admin for each folder
2 votes -
Solidgate payment integration
The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.
2 votes
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