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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Add optional item in pricing table with Zapier

    1 vote

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  2. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  3. pulling rich text field from Hubspot to PandaDoc

    11 votes

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  4. 2 votes

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  5. 1 vote

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  6. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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  7. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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  9. Filter documents in Inbox by status

    15 votes

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  10. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  11. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  12. text to voice features for people with disabilities in Notary

    3 votes

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  13. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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

    2 votes

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  15. 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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  16. 1 vote

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  17. 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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  18. 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

    45 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!

  19. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. 1 vote

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