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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7366 results found

  1. Make an option to place a field inside another one

    1 vote

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  2. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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  4. 62 votes

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  5. 1 vote

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  6. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    12 votes

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    2 comments  ·  Automations  ·  Admin →
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  7. Have a content block for dropping a line in between other blocks

    23 votes

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  8. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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  10. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 6 votes

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  12. 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

    2 votes

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  13. 1 vote

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  14. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  15. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Moving draft documents to a selected PandaDoc folder

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote

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  18. Add Elepay integration

    1 vote

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  19. 9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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