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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  6. Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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  7. 2 votes

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  8. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  10. Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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    1 comment  ·  API  ·  Admin →
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  11. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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  12. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  13. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  14. can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?

    1 vote

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  15. Ability to edit spacing in quote builder (Design)

    18 votes

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  16. check the delivery error by email via API/Webhooks

    3 votes

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    1 comment  ·  API  ·  Admin →
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  17. Conditional fields - automatically fill out the value of another field

    4 votes

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  18. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  19. When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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