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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Conditional recipients

    It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. APAC localization: Korean and Mandarin

    Korean and Mandarin

    8 votes

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    1 comment  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  3. Email validation API call

    Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Enable optional items in the pricing table for all rows in Bulk

    enable optional items for all line items instead of enabling them one by one.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Transfer ownership for Forms

    68 votes

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    6 comments  ·  Forms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. Send a notification to sender when document is viewed

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    26 votes

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    3 comments  ·  Approvals  ·  Admin →
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  8. Update/Replace sent document (source file) without editing a sent document.

    when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. SMS Verification for Bundles

    Be able to add SMS verification to bundled documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  11. download signature from the signature field

    download signature only from the document

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    2 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  13. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. Convert a form to a template

    Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    127 votes

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    6 comments  ·  Forms  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  16. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    225 votes

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    43 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  17. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  18. Conditional attachments

    Add attachments to a document under specific circumstances

    8 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. Open multiple workspaces all at once in different tabs

    Allow for multiple workspaces to be open at once (on different tabs)

    4 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  20. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    123 votes

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    14 comments  ·  Localization  ·  Admin →
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