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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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7142 results found

  1. Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Disable access to the document for recipients once it's completed

    21 votes

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  3. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  4. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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  6. If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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  7. Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  8. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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  10. automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.

    3 votes

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  11. 4 votes

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  12. Integration with workday to allow for documents to be sent out of workday and tracked.

    12 votes

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  13. Ability to add conditional fees.
    The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.

    3 votes

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  14. should be possible to create red bullets and have black text following?

    4 votes

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  15. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    3 votes

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  16. 5 votes

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  17. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    247 votes

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  18. Integration with Dynamics 365 Jobs

    2 votes

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  19. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  20. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    2 votes

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