7305 results found
-
[Bulk send] Edit documents
Edit documents that user would like to send in bulk
17 votes -
ACH payment across different payment gateways
ACH payment across different payment gateways
17 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
17 votes -
17 votes
-
Copy the page from one document to another.
Copy the page from one document to another.
17 votes -
ev2 wrap text and make text smaller when recipients add long responses to text fields
ev2 wrap text and make text smaller when recipients add long responses to text fields
17 votes -
Edit notification message on PDF attachment
Customizable message when automatically receives completed PDF document to signors.
17 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.
17 votes -
[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
17 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
16 votes -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
16 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
16 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
16 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Option to generate one document link for all recipients
Share a single document link with all recipients, rather than creating a unique link for each user.
16 votes -
Conditional logic for variables
Conditional logic for variables: if the value of variable is "X", show the "Y" Variable
16 votesHi. 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!
-
Rotate Text Blocks
Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block
16 votes -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
16 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
-
Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
16 votes
- Don't see your idea?