6974 results found
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Automatically align selected fields
Automatically align selected fields
12 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.
12 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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12 votes
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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.
12 votes -
Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
12 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.12 votes -
Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on12 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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.
12 votes -
Support for Hebrew documents via the API
PandaDoc cannot be used with documents that contain Hebrew via the API.
Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.
Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
Additionally, sometime PandaDoc adds an extra space before/after the field name.This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…
12 votes -
have a PandaDoc documents status show in Monday.com
have a PandaDoc documents status show in Monday.com for a particular row based on an email address
12 votes -
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
12 votes -
ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
12 votes -
Ability to sort user, email, and license type in Settings > Team
Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.
12 votes -
ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
pass tokens HubSpot to PD forms
pass tokens HubSpot to PD forms
12 votes -
12 votes
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Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
12 votes -
WorkDay
Integration with workday to allow for documents to be sent out of workday and tracked.
12 votes -
Custom Line spacing option inside design section (including TOC)
Ability to set up custom Line spacing for entire text within the document.
12 votes -
Data storage in Australia
Australian server/host location
12 votes
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