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290 results found
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5 votes
An error occurred while saving the comment Anonymous supported this idea ·
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32 votes
An error occurred while saving the comment I have a feature suggestion that would significantly enhance our workflow and efficiency. It would be immensely beneficial if PandaDoc could create a functionality where we can merge input fields from one template to all other selected templates. Specifically, if a merge field name is updated in one template, it should automatically be added to all the templates that we have selected for the update. This update should only occur in the sections specified within each template.
For instance, if I update a text field in a specific section of one contract, I would like the same update to be reflected in the corresponding sections of all selected templates. This feature would streamline our document management process and ensure consistency across our numerous templates.
I believe this addition would be a valuable enhancement to the PandaDoc platform, not just for our startup but for many other users who manage multiple templates.
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16 votes
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19 votes
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
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107 votes
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!
An error occurred while saving the comment We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on a user determined/placed checkbox that will trigger subsequent, identified check boxes as live fields for user input, with typical ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If trigger checkbox is ‘=True’, then subsequent checkboxes are live to capture document recipient responses.
If trigger checkbox is ‘=False’, then subsequent checkboxes are greyed out and unable to receive document recipient input -
3 votes
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4 votes
Valeryia Baranava responded
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28 votes
An error occurred while saving the comment We work with pdfs with multiple fields, we'd appreciate if it could be possible to make all the placed fields required in bulk
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3 votes
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5 votes
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39 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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241 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment When we convert our docx documents to editable versions in PandaDoc, some formatting and text are lost. Please improve this feature
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197 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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197 votes
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!An error occurred while saving the comment When we convert our docx documents to editable versions in PandaDoc, some formatting and text are lost. Please improve this feature
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198 votes
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! -
11 votes
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4 votes
An error occurred while saving the comment We'd like to send notification to the team once the template or a catalog item are updated
I want to pull a report of names of who has been sent, viewed, and completed the document