7095 results found
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Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
18 votes
Hi,
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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Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
18 votes -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
18 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
18 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
18 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
18 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
18 votes -
Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
18 votes -
Option for column totals in the pricing table
Option for column totals in the pricing table
18 votes -
Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
18 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
18 votes -
Export all documents list with statuses and other information
Give option to export list of all Documents status.
18 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
18 votes
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