Settings and activity
254 results found
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5 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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28 votes
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22 votes
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9 votes
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2 votes
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9 votes
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6 votes
An error occurred while saving the comment -
12 votes
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2 votes
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38 votes
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2 votes
An error occurred while saving the comment Automatically place fields in templates/forms
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18 votes
An error occurred while saving the comment I'm using PandaDoc to build an application that relies on Templates. Because of that, I need to be resilient to the case that something happens to the Template I have created (now manually) on PandaDoc. This Template contains a lot of predefined fields (in the hundreds) and I'm labelling each and every one of them specifically so that I can ingest the resulting document within another application.
Having a Templates API that would allow me to create a Template via an API would give me the resilience I need. I could have the Template always ready to be created in case anything happened to the original file. As it stands now if something was to happen to such file I'd need to recreate it manually from scratch.
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3 votes
An error occurred while saving the comment Make Replace source file feature more prominent
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2 votes
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19 votes
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23 votes
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2 votes
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12 votes
An error occurred while saving the comment Disable adding collaborators for custom roles
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12 votes
An error occurred while saving the comment We'd like to add a feature that would only remove any signatory fields and all other fields remain.
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3 votes
We have a form which collects over 50 fields from clients and then we download the CSV to further process the information we have collected in the form. It would be VERY helpful if the CSV columns were in the same order as the fields appeared on the form. Currently the CSV re-orders the columns into types of field and then alpha-numerically. This splits up related data (such as the names of vaccinations someone has, and the dates that they received those vaccinations. Is there any way to change the default column order of the CSV when it is generated? (I know we can edit the CSV once it has been populated, but this will be time consuming and would need to be done very time we download a CSV).