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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7240 results found

  1. Collect credit card information via a text field and be able to validate that it's a correct credit card number

    In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Disable email notifications for bulk import

    disable email notifications for bulk import

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Negative and positive sign for Numbers only - fillable fields validation

    negative and positive sign for Numbers only - fillable fields validation

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Automatically add variables to a newly created template

    Automatically add variables to a newly created template

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. To be able to highlight text inside a text field or fillable fields

    At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Version History Log /Report

    Collect Data/Report of Version History log

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Approval workflow after suggest edits

    Customer would like to have another approval workflow after changes has been made for suggest edits

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. Option to edit the Role Permission

    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Enhance the visibility of the "Log Out" button

    The "Log Out" button in the new interface is difficult to locate.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Download: PTX/P12

    Ability to download documents as PTX and P12

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Align the title in the center on the cover page automatically

    Align the title in the center on the cover page automatically

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Send a prompt to the document creator if they select/edit specific parts of a document

    Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Add tags to multiple content library items at once

    Add tags to multiple content library items at once

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Add hyperlink to the text via API/insert clickable URLs

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to automatically resend a document to specific recipients at a preset time

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Conditional rule based on the initial field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Conditional Fields - only show certain drop-down options for another field

    Conditional Fields - only show certain drop-down options for another field

    2 votes

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