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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Integration with SAP (S4HANA)

    2 votes

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  2. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  3. 1 vote

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  4. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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  5. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  6. Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Knowledge Based Authentication : Setup a customized questions for clients to answer

    1 vote

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  8. HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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  9. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. 3 votes

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  12. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    3 votes

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  13. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  14. We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. I understand that the Signer and CCed recipients receive a copy of a signed document. We need an option to adjust our default settings so Collaborators also receive a copy of the signed document.

    1 vote

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  16. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    3 votes

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  17. Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Approval workflow for templates (send template for approval)

    3 votes

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  20. A possibility to restrict access permissions so that a user can only create and manage rooms.

    2 votes

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