7694 results found
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Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
2 votes
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2 votes
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Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
2 votes
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Unchecked boxes disappear once sent to client
Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.
2 votes -
2 votes
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Accept logo without modifications
Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Add a workspace switcher inside the Salesforce Lightning connector
Description: Today, the Salesforce Lightning connector only uses the PandaDoc workspace the user is currently logged into, and Related Documents only shows docs created in that workspace. This forces users to switch workspaces in PandaDoc first, then return to Salesforce to create the document, which is disruptive.
Request: Add a workspace dropdown inside the Salesforce Lightning connector so users can pick the PandaDoc workspace before creating a document, and have Related Documents reflect that workspace.
1 vote -
row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
1 vote -
Allow Section Breaks in document so heading numbering can restart
In documents, there is a current ability to do headers in a style for numbering (Heading 1-5). But if I have content that uses, say Heading 2 consistently but there are two sections in my document (think of Microsoft Word or Google Docs), we need a way to be able to restart the numbering in the new section.
We do not have a method here to be able to restart numbering for a new section of the document. Please allow us to create section breaks or some other way to be able to restart numbering for the new section.
1 vote -
Enable Approval Workflows to Carry Over When Bundling Templates
Currently, when bundling multiple templates together (e.g., MSA + addendum), any approval workflows configured at the individual template level are automatically disabled and cannot be enabled on the bundled document. The system indicates that approvals need to be turned on at the template level, but this doesn’t work for bundled documents even when approvals are enabled on the original templates.
Requested Feature: Allow approval workflows to carry over from the original templates when bundling, or enable the ability to configure approval workflows directly on bundled templates without having to recreate them from scratch.
Problem it Solves: This creates inefficiency and…
1 vote -
Internal Team Notes Block in Templates (hidden from recipients on send)
I want to embed internal instructions directly inside a template as a dedicated "team-only" block. These notes should be visible to all internal users editing or creating documents from the template, but automatically hidden from recipients when the document is sent. This removes the need for separate SOPs or manual deletion steps and ensures consistent team guidance at the template level — without requiring an Enterprise plan upgrade.
1 vote
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