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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    5 votes

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  2. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    3 votes

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  3. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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  4. Specify how the payment is made (ACH, Card)

    6 votes

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  5. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  6. cc'd recepient function not editable

    1 vote

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  7. Option to link a document to Authorize,net payment

    2 votes

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  8. Auto-adjust spacing or font size when variables are populated.

    4 votes

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  9. 2 votes

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  10. Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    8 votes

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  11. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  12. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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  13. When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 5 votes

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    0 comments  ·  API  ·  Admin →
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  15. Add more fonts to Pandadoc editor

    1 vote

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  16. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    41 votes

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    2 comments  ·  Other  ·  Admin →
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  17. Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  18. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    79 votes

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  20. Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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