6819 results found
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[API] Ability to populate the content with both Variables or Fields
As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.
When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.
2 votes -
2 votes
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Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
Allow Forms to fill in variables on PDF
I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?
2 votes -
Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votes -
Manage Visibility of contacts
Have the ability to manage the visibility of contacts from users
2 votes -
Ability to add arrows similar to MS PowerPoint
Option to insert arrows to the documents like Microsoft PowerPoint
2 votes -
Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votes -
Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
2 votes -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votes -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
(API) Add option to CREATE that allows for auto SEND
In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality
2 votes -
Date field - calendar settings customization
The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.
2 votes -
Ability to create a task in ClickUp for every time a Pandadoc Form is completed
An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️
2 votes -
Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
2 votes -
2 votes
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