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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Smart Content to work with uploaded pages

    8 votes

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  3. Title to appear twice inside the document automatically without adding another variable

    1 vote

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  4. 5 votes

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  5. 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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  6. 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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  7. 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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  8. Specify how the payment is made (ACH, Card)

    6 votes

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  9. A feature to reminder for renewals to various recipients will be great!

    6 votes

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  10. 42 votes

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    4 comments  ·  Approvals  ·  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!

  11. 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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  12. cc'd recepient function not editable

    1 vote

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

    2 votes

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

    4 votes

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  15. 2 votes

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

    8 votes

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

    9 votes

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  18. 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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  19. Ability to have a text field attached next to radio buttons.

    7 votes

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  20. 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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