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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. ability to change the Document.CreatedDate system variable in Editor

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. customize info showed when a document expires

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  3. Sync docs in Zendesk Sell with Zendesk Support

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  5. Editor 2.0 > "Image" Block - Include PDF as a supported file.

    In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Created documents get put in folder you are in

    When you create a document, if you are in a folder, it gets created in said folder.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. rename user of the app as an admin

    rename user of the app as an admin

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    Ability to set conditional signers based on document value

    24 votes

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    2 comments  ·  Esign & Notary  ·  Admin →
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  10. choose specific time of day for document expiration

    choose specific time of day for document expiration

    118 votes

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    25 comments  ·  Documents & Data Management  ·  Admin →
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  11. option for biometric/fingerprint signature

    An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. Button for Clearing all the fields in adocument

    The option/button to clear all the fields at once.

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Convert Cover Page to Content Page

    Client would like the ability to convert a cover page to a content page.

    15 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    45 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Team Up Calendar

    Integration with Team Up Calendar

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Webhook for viewed status 2nd signer

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. draft inline comments

    Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Share page between documents w/o content library

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Editing in preview mode

    Provide the ability to edit in preview mode while speaking with a prospect.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. [Localization] Variables displayed in other languages

    The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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