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  1. 76 votes

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    Natallia Skarabahatava commented  · 

    Option to prefill a signature field when creating documents to be sent in bulk. As of the moment, the customer has to manually sign each document created via the Bulk Send option so that the signature certificate is generated. The customer would like to sign all the docs at once

  2. 34 votes

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    Hi. 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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    Natallia Skarabahatava commented  · 

    Download a PDF with the signature field box reflected on it, as of the moment if draft document is downloaded fields are not shown on it - blank spaces instead of fields. The customer would like to download a PDF and provide it to their recipients so that they can see which fields they will have to fill out in the web view

  3. 302 votes

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    Released  ·  Valeria Pochapskaya responded

    Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.

    Check out these helpful articles:

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    Natallia Skarabahatava commented  · 

    hide/unhide text blocks by condition while creating documents via API, as of the moment the user is using 15 templates for document creation, but they would like somehow to use only one and hide/unhide some text blocks when needed.

  4. 147 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Natallia Skarabahatava commented  · 

    Hide the email addresses of other recipients so that once the document is opened by a recipient they won't be able to see who else is indicated in the list of recipients

  5. 101 votes

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    Natallia Skarabahatava commented  · 

    I'm looking to find a way to send documents for e-sign that once is signed by all participants they can not see each other emails on the certificate.

  6. 451 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Natallia Skarabahatava commented  · 

    Option to set up separators for thousands, cents for Norwegian Krone currency within the pricing table
    In Norway we are using space or . as the thousand separator. So we would write 115 000,00 or 115.000,00
    We are also using , in stead of . for cents

  7. 53 votes

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    Natallia Skarabahatava commented  · 

    Option to use capital letters in numbered list

  8. 159 votes

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    Natallia Skarabahatava commented  · 

    I'm looking into the ability to do in-app redlining through PandaDoc
    Ability to enable redlining for internal work on a document, as of now redlining is available for docs that are sent out

  9. 67 votes

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    Natallia Skarabahatava commented  · 

    Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding

  10. 104 votes

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    Natallia Skarabahatava commented  · 

    Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version

  11. 75 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Natallia Skarabahatava commented  · 

    Having an option to define a user/users who cannot send their documents out without having them approved

  12. 37 votes

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    Hi. 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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    Natallia Skarabahatava commented  · 

    Option to load an image via a URL

  13. 40 votes

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    Natallia Skarabahatava commented  · 

    Variable for the date document is sent out

  14. 15 votes

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    Released  ·  Valeryia Baranava responded

    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

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    Natallia Skarabahatava commented  · 

    Upload files exceeding 50MB

  15. 30 votes

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    Natallia Skarabahatava commented  · 

    Option to change document status from Sent to Paid (for documents that do no contain a payment block)

  16. 144 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Natallia Skarabahatava commented  · 

    Having a [role.billingaddress] variable in the list of role variables

  17. 80 votes

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    Hi. 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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    Natallia Skarabahatava commented  · 

    Integration with QuickBooks Online

  18. 33 votes

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    Natallia Skarabahatava commented  · 

    A completed PDF should be sent to a CC'd recipient and no other notifications should be sent

  19. 36 votes

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    Hi. 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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    Natallia Skarabahatava commented  · 

    Creating diagrams, pie charts within PandaDoc

  20. 195 votes

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