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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6461 results found

  1. change column name in csv when importing products into pandadoc catalog

    3 votes

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  2. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    9 votes

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  3. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  5. The option to have other page navigation options other than scrolling the pages.

    3 votes

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  6. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    5 votes

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  7. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  8. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. create a calculation for expiration date when the document is completed not when it is sent

    1 vote

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  10. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    15 votes

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  12. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. 2 votes

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    1 comment  ·  API  ·  Admin →
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  14. 7 votes

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  15. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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  18. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  20. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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