7691 results found
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The content of the upload field is displayed in the document
My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
Is there another way to achieve this goal if the Upload Field is not the way to do it?8 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
8 votes -
8 votes
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Change the email body for notifications to CC'd recipients
So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.8 votes -
Version history: Display version of edited document in downloaded PDF
User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.
8 votes -
Show different totals for different product types in a pricing table
Show different totals for different product types in a pricing table. Depending on cell's value and column.
8 votes -
8 votes
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8 votes
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[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
Text color and text font transfer from Catalog to Pricing table.
Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.
8 votes -
Support IdP Group Sync & Group-Based Workspace Assignment via SCIM
Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).
7 votes -
n8n.io
Integration with n8n.io
7 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace
Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
7 votes -
Interchange between native PandaDoc redlining and Word redlining
Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.
7 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
7 votes -
Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
7 votes -
7 votes
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Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.7 votes
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