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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7142 results found

  1. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  3. Be able to send a reminder to fill out a form.

    3 votes

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  4. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    2 votes

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  5. 69 votes

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  6. 22 votes

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  7. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    10 votes

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  8. 14 votes

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  9. 2 votes

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    0 comments  ·  API  ·  Admin →
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    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  10. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    2 votes

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  11. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  12. Option to use dropdown in the pricing table

    46 votes

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  13. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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  14. 1 vote

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  15. The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    3 votes

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  16. Have the pricing table tax automate based on a zipcode within the document

    7 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    6 votes

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  18. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    8 votes

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  19. I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    4 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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