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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7582 results found

  1. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  2. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  3. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
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  4. 4 votes

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  5. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  6. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  7. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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  8. Ability to customize system variables like the document reference number

    11 votes

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  9. Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.

    1 vote

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  10. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  11. The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    17 votes

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  15. Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  17. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    15 votes

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  18. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  19. Option to check if recipient made a screenshot of the document

    1 vote

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  20. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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