7677 results found
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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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Assigning Fields to Internal Non-Signers
Problem Summary
Currently, PandaDoc assigns all fields to roles on the template. If a field is unassigned when you send the document, PandaDoc will auto-assign it to a signer, making it editable by the client recipient—even if you intended it to be internal-only and “read only” for external signers. There’s no intuitive way, in the UI or API, to assign a field to an internal/non-signer, fill it pre-send, and then have it locked for the client who is the only signer. This results in a loss of control and integrity for fields intended as internal-use or immutable after preparation.1 vote -
Automated Page Breaks in Template Builder
In the template editor, it would be helpful to not only indicate page breaks via the marker on the margin, but to actually insert automatic page breaks directly.
This would make it much faster and easier to format pages properly. When relying solely on the page break marker, the final appearance of the page is always a guessing game.1 vote -
Multi-page Content Library Items are always inserted on a new page
I have a template with a page that contains a headline and a short text. Using a Smart Content Block, I'd like to be able to insert a multi-page Content Library Item directly after this text. The current problem is that multi-page Content Library Items are always inserted on a new page. This leaves a large white space on the page with the headline and text, while the CLI appears on the following page. It would be extremely helpful to have the content placed directly after the headline and text block.
Would it be possible to implement this feature?
Note:…
1 vote -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
1 vote -
shared with me
add filtering and search capabilities to Shared with me tab
1 vote -
UI/UX Improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
1 vote -
Table Editing Tools
After the new update, now when you are editing a table the tool bar is at the very top or bottom of the table rather than at the row you are working in. Which means when working with a long table you are now wasting time continuously scrolling to the top/bottom to add a row or delete a row etc.
1 vote -
Flatten the Certificate Signature
Flatten the certificate signature so there is no option to copy the signature from the certificate
1 vote -
Downloads
I went to download a document from Pandadoc and when i did all of the documents were called the same thing, is there a way to change that? Also, is there a way to print double sided?
1 vote -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
1 vote -
Introduce custom currency formatting settings for variables
Hi!
We would like to be able to modify currency values pulled from a CRM (HubSpot) into a template via variables, in particular ways.
For example by removing decimals.
1 vote -
Add a due date for signature
I use PandaDoc to share forms that require partner signatures before I can submit it. A due date for the partner's signature, with the ability to send auto reminders if it's not signed within 24 hours of the due date, would be really helpful.
1 vote
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