7315 results found
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Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
export document data
export document data on waiting for signatures into excel
13 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
13 votes -
add tags to multiple documents
adding tags to multiple documents
13 votes -
Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
13 votesWe wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
13 votes -
[Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 votes -
Quickbooks Integration: 2 Way Sync
Option to have Quickbooks as Intergation.
Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.
13 votes -
Replace Source file for specific Page
Would like to be able to Replace Source File for one specific page of the document instead of the whole document.
13 votes -
AND operator in conditional smart content
Would like to have an AND operator when using conditional content to populate content library items in a template.
13 votes -
Smart content block next to another block
Add a smart content block next to another block, or to a table
13 votes -
Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
Outlook
Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.
13 votes -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
13 votes -
Mask content: Hide Information Until Recipient's Mouse Hovers Over It
It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.
The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)
13 votes -
Option to have a collaborator in forms
Option to have a collaborator in forms
13 votes -
pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
13 votes -
pass tokens HubSpot to PD forms
pass tokens HubSpot to PD forms
13 votes
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