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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6798 results found

  1. If the text input is long, the recipient should be able to resize the field based on the input

    2 votes

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  2. Have Pandadoc Integrate with booqable integration.

    1 vote

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  3. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  4. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    35 votes

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    7 comments  ·  Payments  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  5. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  6. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  8. Moving sent or completed documents to a selected folder across workspaces

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  10. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  11. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Will allow the user to set conditional logic for Qoute builder

    16 votes

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  13. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  14. Have the option to fill in variables as all capitalized letters if you pull the info from the CRM

    1 vote

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  15. A new folder is created when a document is completed

    1 vote

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  16. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Program a date/time to send a document from Hubspot

    1 vote

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  18. Ability to add signature field without assigned recipient.

    11 votes

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  19. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. Option to make a text block expandable if the content is too large.

    3 votes

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