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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  2. We are currently using PandaDoc and HubSpot and we generate documents using their integration.

    We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.

    For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.

    1 vote

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  3. Add an option to match layout of the uploaded file to pages in PandaDoc

    9 votes

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  4. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. option to remove signature in settings

    2 votes

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  6. Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

    3 votes

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  7. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  10. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  11. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. To have the radio button field to have multiple optional item like the pricing table sections.

    10 votes

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  14. delete a workspace or archive a workspace

    34 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!

  15. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    20 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!

  16. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  17. The integration still doesn’t show the Amex logo

    7 votes

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  18. The sizing of the image should have a number or scale so users can uniformly size the image to every documents.

    5 votes

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  19. 7 votes

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  20. 1 vote

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    0 comments  ·  Other  ·  Admin →
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