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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2933 results found

  1. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    3 votes

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  2. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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  3. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    16 votes

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  5. Manually change the document status from Paid to Declined

    3 votes

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  6. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  7. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
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  8. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    17 votes

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  9. Option to add approval info to the signature certificate, for example, "Read and approved"

    54 votes

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  10. 4 votes

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  11. 7 votes

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  12. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    6 votes

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  13. 7 votes

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  14. Hibob HR Software integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. replace the PDF source file with API call.

    6 votes

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

    52 votes

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    3 comments  ·  Automations  ·  Admin →
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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!

  17. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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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!

  18. 2 votes

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  19. export the template details into a spreadsheet

    5 votes

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  20. Can two themes be used on one template?

    3 votes

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