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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7448 results found

  1. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Add questions before the form

    Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Dynafile

    Integration with Dynafile

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Ability to change the expiration message sent to recipients

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. Approval Workflow by Manager after the recipient sign the contract

    Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  6. Banner Of Feature Difference Across Plans Before Upgrading/Downgrading

    To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Hidden Documents

    It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. ability to copy and paste line items

    the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. remove Open PandaDoc option from the page once the recipient signs the document.

    remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Pricing table: calculation for one section

    Option to add a percentage fee only for one separate section

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. 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.

    1 vote

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    1 comment  ·  Usability Improvements  ·  Admin →
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  12. Ability to suggest edits to eForms.

    Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Custom Fonts for each Heading

    Ability to set default font for each heading

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Create Additional Headings

    Ability to create multiple heading styles in a template

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. The ability to add pages from completed documents to the content library.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Mass Download "Collect file" field attachments

    It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    55 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  17. Zapier automation that notifies when someone leaves message in chat

    Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Remove role and its fields during document creation when the role is not assigned

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Convert Google Form to the PandaDoc Form

    A way to convert a Google Form to a Pandadoc Form

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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