7424 results found
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Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Change Field Type for AI Auto Assigned Fields
If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.
Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.
2 votes -
Specific Characters in Form (Script)
Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.
Improvement in Codes (specific characters )
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to enable mobile first e-signatures
Allow users to be able to embed a mobile-first e-signature experience into their own app
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
2 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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Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
2 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
2 votes
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restrict the user to view the second document if they haven't completed the fields on the 1st document
restrict the user to view the second document if they haven't completed the fields on the 1st document
2 votes -
Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
2 votes
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Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
We need to use exclusively PAdES or CAdES format for signature
We need to use exclusively PAdES or CAdES signature formats
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes
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