7276 results found
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change custom variable format
change custom variable format
8 votes -
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 votes -
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! -
Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
8 votes -
Conditional attachments
Add attachments to a document under specific circumstances
8 votes -
PandaDoc mobile app and Monday CRM mobile app integration.
PandaDoc mobile app and Monday CRM mobile app integration.
8 votes -
Conditional recipients
It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].
8 votes -
Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
8 votes -
Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
8 votes -
automatically change document status to Completed
automatically change document status to Completed
8 votes -
allow to reshuffle docs in bundles
right now there is no way to reshuffle documents in bundles (make the third to be the second etc)
8 votes -
Version history for completed documents
After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed
8 votes -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8 votes -
Option on Mobile App to add Blocks
Option on Mobile App to add Blocks
8 votes -
Option to use API to edit a document
Option to use API to edit a document
8 votes -
Improve auto save feature
A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.
8 votes -
Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
8 votes -
Custom Fonts for each Heading
Ability to set default font for each heading
8 votes -
Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes
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