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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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  2. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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  3. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    4 votes

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  4. Option to use custom field from Sugar CRM in the merge rules

    1 vote

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  5. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  6. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    • Will allow the user to use zoom functions in embedded IFrame
    1 vote

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  7. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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  9. I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.

    Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.

    1 vote

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  10. 1 vote

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  11. Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.

    1 vote

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  12. 5 votes

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  13. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  14. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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  15. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  16. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  17. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    161 votes

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  19. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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