7687 results found
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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 -
Filter Documents Based on Signing Order
Our company uses signing order, so we sign second. We would like a way to pull a list of documents that have been signed by the client and are waiting on the second signer.
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 -
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 -
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
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