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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to use "consists" or "startswith" in smart content .

    2 votes

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    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    2 votes

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  3. It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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  4. 1 vote

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  5. Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.

    1 vote

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  6. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Ability for the account owner to restrict members from uploading documents/templates

    2 votes

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  8. 20 votes

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  9. 3 votes

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  10. Client entered option into Radio button but it goes off of the page. Can we please allow for a line break in Radio Buttons (pressing Enter) to ensure the options do not go off of the page?

    4 votes

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  11. 3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  13. Ability to increase the number of decimals within product catalog

    6 votes

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  14. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  15. Ability to set up a deadline for payment or payment reminder.

    3 votes

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  16. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    11 votes

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  17. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  19. Ability to set document layout for all the uploaded documents.

    9 votes

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