5401 results found
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Bulk print multiple docs
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.
8 votesValeryia Baranava responded
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Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
8 votesValeryia Baranava responded
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Affirm or AfterPay
Native integration to similar apps for Affirm or AfterPay Payment Gateway
8 votesValeryia Baranava responded
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Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 votesValeryia Baranava responded
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Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.8 votesValeryia Baranava responded
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Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.
One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.
8 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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Remove all required fields at once
remove all required fields at once
8 votesValeryia Baranava responded
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Notion
Notion integration
8 votesValeryia Baranava responded
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Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votesValeryia Baranava responded
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The ability to conflicting themes to keep formatting.
For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.
8 votesValeryia Baranava responded
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The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
8 votesValeryia Baranava responded
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Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
8 votesValeryia Baranava responded
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Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
8 votesValeryia Baranava responded
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Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votesValeryia Baranava responded
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improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votesValeryia Baranava responded
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Insert symbols - e.g. check mark
Ability to insert or paste a symbol, such as a tick mark, into the document and tables
8 votesValeryia Baranava responded
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Role Variables available on document level
At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.
8 votesValeryia Baranava responded
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APAC localization: Korean and Mandarin
Korean and Mandarin
8 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! -
Conditional attachments
Add attachments to a document under specific circumstances
8 votesValeryia Baranava responded
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