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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4107 results found

  1. 8 votes

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    0 comments  ·  API  ·  Admin →
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  2. Ability to remove / customize quick access templates preview

    4 votes

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  3. Custom indents for text & lists

    7 votes

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  4. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  5. Auto-fill sender's signature once the document is signed by the client

    34 votes

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    2 comments  ·  Automations  ·  Admin →
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  6. edit the sent documents from Actions Required section

    4 votes

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  7. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    8 votes

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  8. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  9. Ability to change multiple instances of the same word at once.

    4 votes

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  10. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  11. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    5 votes

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  12. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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  13. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  14. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  15. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    5 votes

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  16. Would like the ability to search within the Home screen sections, like the Actions Required tab.

    5 votes

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  17. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    28 votes

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  18. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    5 votes

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  19. Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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  20. Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    4 votes

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