7333 results found
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in pandadoc api, roles show as blank in document details when the template has role(s).
in pandadoc api, roles show as blank in document details when the template has role(s).
would be useful to show what recipients had which roles in document details
8 votes -
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
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