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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6472 results found

  1. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  2. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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  3. ability to select signature type for specific templates/documents

    37 votes

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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!

  4. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  5. Would like to change the default signature color for recipients from black to blue

    31 votes

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  6. Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  7. enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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  8. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  9. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  10. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Ability to download the documents to a local storage automatically on the daily basis.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 1 vote

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  13. ability (button) to download a PDF of a Form

    32 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  14. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  15. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Ability to rename the document sequence.

    4 votes

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  19. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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