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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7661 results found

  1. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  4. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.

    Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Bitly

    a native bitly integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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  8. Hide signatures from other signers

    We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  9. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. ITSM system

    integration with ITSM system

    https://pandadoc.zendesk.com/agent/tickets/420002

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Auto Delete Dates in a Drop-Down Field

    When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to review list of recipients before Bulk sending

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  18. Field recognition: turn existing check boxes on a PDF into radio buttons

    Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Sort Pricing table by SKU

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Option to view all workspaces from the dashboard

    Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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