7365 results found
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multiple choice with Zapier
pull the information that client selected with multiple choice with Zapier
8 votes -
Partially fill in document fields
Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.
8 votes -
8 votes
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8 votes
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Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
8 votes -
CC'd recipient: document status change
When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.
8 votes -
can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
8 votes -
Sub list in table
Sub list in table similiar to the text box
exmaple
1.
1.
2.
3.
1.
2.8 votes -
Microsoft Power Bi
Integration with Microsoft Power Bi
8 votes -
Variables working with Dropdown fields / Drop-down value for Variables
"I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "
8 votes -
8 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
8 votes
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Highlight Text on an uploaded document
Have the ability to highlight text
8 votes -
8 votes
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Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Google Forms
Integration with Google Forms
8 votes -
Ability to populate documents from fields filled in on a prior document
Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.
8 votes -
Video Analytics
Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.
8 votes -
8 votes
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