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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Ability to export document analytics via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Form URL device verification

    The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)

    Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. The ability to archive templates in the workspace

    9 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  5. Restrict the ability to download uncompleted document [Workaround in comments]

    Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to generate URL for filtered documents list or set up default filtering options on workspace level

    I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Be able to filter docs by "approved" within a certain time period.

    After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. Select Image

    Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  9. View all PandaDoc accounts billing a specific card

    It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Ability to download an image uploaded to the Stamp field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Send out different documents to different signers via Bulk Send

    send different documents for different signers in bulk

    https://pandadoc.zendesk.com/agent/tickets/384350

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Separate view for documents with comments (resolved and unresolved)

    Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Add an empty value to the content placeholder

    Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Lock the size of a text field to prevent a text from rolling over the field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to resend the completed PDF notification if the customer didn't receive it

    It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Ability to make radio buttons look like checkboxes.

    Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. play video in presentation mode after the document is sent

    play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. analytics activity - viewed

    My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Yes or no option as a fillable field

    yes or no option as a fillable field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Smart content for forms

    27 votes

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    3 comments  ·  Forms  ·  Admin →
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