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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. Automatically download the attachments when opening the files added to collect files field

    61 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!

  2. 4 votes

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  3. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  4. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  5. 2 votes

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  6. 1 vote

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  7. 2 votes

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  8. For example -- the field tags recognition and auto-place PDF fields.

    2 votes

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  9. 1 vote

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  10. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    52 votes

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    Hi there! 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. Option to upload multiple files in a single collect files field

    35 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!

  12. 1 vote

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  13. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  14. Option for fileds to have spaces to accomodate government ID numbers.

    2 votes

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  15. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    23 votes

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  16. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  17. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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  18. 1 vote

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  19. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    17 votes

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  20. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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