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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Ability to allow replacing template variable with HTML snippet through API

    We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. Critical security feature: Clearly show email of the person who prepared the contract to prevent fishing attack

    We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.

    The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. When bulk downloading ZIP file, each pdf name should match the csv document title.

    When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  5. Send the document automatically after approval

    Automatically send the document once it is approved.

    100 votes

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    15 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Have collaborator documents show in inbox

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. disable email forwarding

    ability to disable document forwarding for public view.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  10. Branding for Forms

    Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  11. Drag and drop images straight onto the template

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  13. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. [Bulk Action] Add fields

    Simplify the process of pulling fields when there are many to be added.

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    59 votes

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    8 comments  ·  Automations  ·  Admin →
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  16. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  19. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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