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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. report that shows the phone number of the contacts within that date range

    1 vote

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  3. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  4. 1 vote

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  5. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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  6. Ability to use "consists" or "startswith" in smart content .

    2 votes

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    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    2 votes

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  7. It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    6 votes

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  8. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    49 votes

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    5 comments  ·  Forms  ·  Admin →
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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!

  9. It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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  10. 1 vote

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  11. 3 votes

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  12. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  13. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  14. Ability to set up a deadline for payment or payment reminder.

    3 votes

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  15. Ability to set document layout for all the uploaded documents.

    9 votes

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  16. 3 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Embed signature image in the document and allow it to be valid on the Signature Certificate.

    https://pandadoc.zendesk.com/agent/tickets/499540

    3 votes

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  19. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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