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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Have two account owners

    Have two account owners

    https://pandadoc.zendesk.com/agent/tickets/423569

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  4. The option to set up conditional validation of documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Option to convert /transfer info of normal table to the pricing table

    Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Support Youtube Shorts

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. RSVP in documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to populate approver's name via variable.

    Ability to populate approver's name via variable.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Transfer Data - pass Fields values to a new document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. UK English language interface

    UK English language interface

    26 votes

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    3 comments  ·  Localization  ·  Admin →
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  13. Have fields automatically format based on the selected validation

    For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    202 votes

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    26 comments  ·  Other  ·  Admin →
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  15. Salesforce Data to Populate Checkbox in Doc

    We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Mapping in API

    Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Auto-Capitalization Option

    Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    171 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  20. Change the owner of the document, who receives notifications for edits/suggestions

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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