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  1. 2 votes

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    Savannah Faulkner shared this idea  · 
  2. 7 votes

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    Savannah Faulkner supported this idea  · 
  3. 2 votes

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    Savannah Faulkner shared this idea  · 
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    Savannah Faulkner commented  · 

    Account role that allows a user to search the entire account documents and download them, but cannot edit them.

  4. 2 votes

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    Savannah Faulkner shared this idea  · 
  5. 2 votes

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    Savannah Faulkner commented  · 

    Example: We are attempting to collect from employees when they are available to work. I have a table inserted into the doc that I have set up to look like a calendar. For each date on the calendar, I can put either radio buttons with “Yes” or “No” for availability, or I can use a check box for them to denote they are available.
    What I would then like to happen is that on a second page the list of all the dates that they have either marked yes or checked the box for appear. This would then provide them the ability to check the list to make sure that the dates they have selected are accurate. My initial thought was that I would have a text block with the date listed in it that is tied to each either radio button or check box that would only appear if it is selected as they are available.

    Savannah Faulkner shared this idea  · 
  6. 13 votes

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    Savannah Faulkner supported this idea  · 
  7. 10 votes

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    Savannah Faulkner supported this idea  · 
  8. 2 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step
    Savannah Faulkner shared this idea  · 
  9. 65 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!

    Savannah Faulkner supported this idea  · 
  10. 3 votes

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    Savannah Faulkner commented  · 

    Send completed PDF to one specified recipient but not all

    Savannah Faulkner supported this idea  · 
  11. 5 votes

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    Savannah Faulkner supported this idea  · 
  12. 2 votes

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    Savannah Faulkner commented  · 

    Ability to search/filter for documents based on products purchased

    Savannah Faulkner shared this idea  · 
  13. 4 votes

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    Savannah Faulkner shared this idea  · 
  14. 2 votes

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    Savannah Faulkner shared this idea  · 
  15. 4 votes

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    Savannah Faulkner supported this idea  · 
  16. 5 votes

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    Savannah Faulkner supported this idea  · 
  17. 12 votes

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    Savannah Faulkner supported this idea  · 
  18. 2 votes

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    Savannah Faulkner commented  · 

    Ability to add a template description. This would be helpful when choosing a template when creating a document via a CRM

    Savannah Faulkner supported this idea  · 
  19. 7 votes

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    Savannah Faulkner supported this idea  · 
  20. 1 vote

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    Savannah Faulkner shared this idea  ·