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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7356 results found

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

    2 votes

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  2. 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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  3. 1 vote

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  4. 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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  5. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 2 votes

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  10. 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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  11. drag content blocks between pages easily

    8 votes

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  12. 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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  13. 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!

  14. 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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  15. 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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  16. sign with an Apple pencil

    1 vote

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  17. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    44 votes

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    5 comments  ·  Forms  ·  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!

  18. I'd like to suggest allowing delivery delay of forms to recipients. Example is in Microsoft email, you can delay delivery of an email and select the date/time to send it to the intended recipient. This feature in PandaDoc would allow the "scheduling" of forms to be sent out.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  20. The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.

    1 vote

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