7425 results found
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Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
18 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
18 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
18 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}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 -
18 votes
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18 votes
Hi. 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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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 -
18 votes
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no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
18 votes -
Hide rows in a pricing table
Hide rows in a pricing table
18 votes -
Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
18 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
18 votes
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