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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6080 results found

  1. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Hide Contacts section from team members

    Hide Contacts section from team members

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Credible

    Integration with Credible

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Signing order across multiple documents

    Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio but

    Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. disable form reminder

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Restrict ability to add blocks/new content to a document

    Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  13. Version history for completed documents

    After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. automatically set document sender: conditional document sender

    I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Signature line orientation

    Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. The ability to make check boxes permanent if they have been checked before sending.

    For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  17. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Ability to approve or deny contract from API

    Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)

    Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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