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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  3. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    1 vote

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  4. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.

    1 vote

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  6. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  8. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Update image inside document based on user sending the document

    2 votes

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  11. Restrict editing of fields once they have been filled out, or lock the fields after they've been filled out, even if the document is not yet completed.

    2 votes

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  12. Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful

    2 votes

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  13. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  14. Ability to show product description only after a product is selected in the Quote builder

    4 votes

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  15. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  16. Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.

    1 vote

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  17. 4 votes

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  18. 13 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.

    For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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