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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Filter documents in Inbox by status

    15 votes

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  2. 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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  3. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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

    3 votes

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  5. 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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  6. We would like to be able to remove custom fonts that we added

    2 votes

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  7. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. 1 vote

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  9. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  10. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 2 votes

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  15. 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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  16. drag content blocks between pages easily

    8 votes

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  17. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 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!

  19. 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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  20. Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held

    2 votes

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