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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Add optional item in pricing table with Zapier

    1 vote

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  2. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  3. 2 votes

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  4. 1 vote

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  5. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    2 votes

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  6. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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  7. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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  9. Filter documents in Inbox by status

    15 votes

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  10. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  11. text to voice features for people with disabilities in Notary

    3 votes

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  12. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  13. Ability to set a limit for the number of files being uploaded via the document creation.

    6 votes

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  14. 1 vote

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  15. 2 votes

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  16. 13 votes

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  17. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. drag content blocks between pages easily

    8 votes

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  19. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    42 votes

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    3 comments  ·  Automations  ·  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!

  20. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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    0 comments  ·  Other  ·  Admin →
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