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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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7271 results found

  1. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  2. 2 votes

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

    8 votes

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

    9 votes

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  5. 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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  6. Ability to have a text field attached next to radio buttons.

    7 votes

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  7. 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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  8. Add more fonts to Pandadoc editor

    1 vote

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  9. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    13 votes

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  10. Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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  11. I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    16 votes

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    6 comments  ·  Automations  ·  Admin →
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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  12. Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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  17. Allow a user to customize or cut a whole text block on desired segments.

    26 votes

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  18. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. 1 vote

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  20. Ability to see the width of a given box and than adjust the others until they are the same width

    4 votes

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