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52 results found

  1. Page number visible in web version

    132 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  2. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    183 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell supported this idea  · 

  3. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. Set Variable formatting passed from CRM (commas in variables)

    91 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jo Howell supported this idea  · 

  5. Smart content: rule 'contains' or 'does not contain'

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jo Howell commented  · 

    This would be really useful functionality!

    Jo Howell supported this idea  · 

  6. AND operator in conditional smart content

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Don't allow automatic PDF page breaks between headings and their subsequent paragraphs

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  8. Have fields automatically format based on the selected validation

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  9. Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jo Howell supported this idea  · 

  10. The ability to enable document forwarding after the document has been sent.

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Jo Howell commented  · 

    This would be useful to be able to delegate the signatory on the customer's behalf

    Jo Howell supported this idea  · 

  11. multiple approvers in same approval group

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Jo Howell supported this idea  · 

  12. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jo Howell supported this idea  · 

  13. Option to have the signer read the document before signing

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  14. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Jo Howell supported this idea  · 

  15. Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table

    16 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Jo Howell supported this idea  · 

  16. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    291 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jo Howell commented  · 

    Ability for document creator to replace signer or add alternative signer after document has been sent for signatures. Similar to how signatory can forward the document and delegate signing to someone, we would like the ability to do this on their behalf.

    Jo Howell supported this idea  · 

  17. Modify Dashboard: create filters, hide statuses

    175 votes

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    On roadmap  ·  18 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jo Howell commented  · 

    I agree with a previous comment that an "All time" option would be really useful

    Jo Howell supported this idea  · 

  18. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    481 votes

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    Idea  ·  52 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  19. Calculated Variables in Pricing tables

    56 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  20. [Dashboard] Select period more than 1 year in Dashboard

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jo Howell commented  · 

    I agree that an "All time" option would be useful!

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