7675 results found
-
2 votes
-
api revision number as token
api revision number token for document changes
2 votes -
2 votes
-
2 votes
-
Dynamic "Required Fields" Progress Counter
The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."
Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."
For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more…
2 votes -
Use tokens to populate email templates - i.e customers name
Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.
1 vote -
Choosing which recipient will receive a completed copy of the document
Allow sender to choose which recipient should be able to receive a copy of the completed documents instead of sending it to all recipients.
1 vote -
Add Tag Syntax to Set Textfield and Date Fields as Required by Default
Currently, textfield and date field tags in curly bracket notation are imported as optional fields by default, requiring manual adjustment to mark them as required after placement. This feature request proposes introducing a tag syntax modifier that allows these field types to be automatically set as required upon placement, streamlining template creation and reducing manual editing effort. This enhancement would align textfield and date field behavior with signature fields, which are required by default, providing more consistency and efficiency when preparing templates and documents using field tags in PDFs or DOCX files.
1 vote -
Select the Same Text Box for Multiple Conditional Logic Triggers
Summary:
Users need the ability to use a single text box as the conditional field triggered by multiple dropdowns or fields. The current system only allows a text box (or any unique field) to be assigned to one conditional logic trigger, making users duplicate fields and increasing maintenance effort.Key Problems Identified:
Increased template complexity: Users must create multiple duplicate text fields for similar feedback or input scenarios.
Maintenance burden: Updates to duplicated fields must be performed manually across each instance, raising the risk of errors.
End-user experience: Recipients may see several fields for identical purposes, causing confusion.
Workflow inflexibility:…1 vote -
Mobile App- Admin Panel views
Need to be able to manage users as an admin and view billing details. Specifically:
Invite users
Deactivate users
Reset usersView billing details, including:
plan information
invoices
Subscription renewal dates1 vote -
email template
Set a default email template that autopopulates in the email but allows users to edit the message as needed.
1 vote -
General Setting to Disable Field Detection/Field Auto-Placement
Introduce a Global User/Workspace Setting that allows users to permanently disable the automatic "Field Detection" prompt. This would allow for a more streamlined, uninterrupted editing experience while still keeping the feature available for manual activation if needed.
1 vote -
API: Track individual field completion or real-time page navigation
Create an API endpoint or webhook that triggers based on individual field completion or real-time page navigation.
we're looking for some way of better tracking how far along someone's getting with a document. Right now it's split into 10 key requirements, so we thought maybe that's a better way of tracking progress within a document
1 vote -
Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property
We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.
1 vote -
White Label SMS
White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.
1 vote -
Rooms: Create Custom Role / Access Groups
Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.
1 vote -
Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Remove the newly added blocks have to be after texts update
You've recently changed the adding of blocks to be after text, instead of allowing it to be dragged anywhere as it was before- please change this, its making generating documents much more annoying
1 vote -
Remove payments in a document level
On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.
1 vote -
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
1 vote
- Don't see your idea?