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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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    0 comments  ·  API  ·  Admin →
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  2. Import Text Headings from a PDF into PandaDoc

    7 votes

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  3. Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    10 votes

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  4. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  5. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  6. For example, some pages are section dividers and should not have page numbers.

    1 vote

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  7. Ability to modify/ edit signers after they have signed/ finalized their part

    1 vote

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  8. Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.

    We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.

    We must send the document on a particular event we define in our business process. This won't be a manual trigger.

    For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…

    1 vote

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  9. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  10. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    14 votes

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  12. Be able to use smart content on cover pages.

    10 votes

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  13. Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?

    3 votes

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  14. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  16. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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  17. ability to retrieve previously sent messages when not saved under saved messages feature.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.

    1 vote

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  19. Option to use custom fields in merge rules

    1 vote

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  20. 1 vote

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