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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6497 results found

  1. Field - Lock position / anchor

    Option to anchor/lock fields position in order for it not be drag accidentally or misplaced it on a contact/documents ETC.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. API: Update Saved Contacts Email Address

    Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Less restrictive design limitations: page breaks

    The ability to not have to edit documents with page break altering the content if passed the line. Overall, having a less restrictive editor and format so that documents do not break if page break line is crossed.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to display catalog products' prices as % percentage.

    Ability to display catalog products' prices as % percentage.

    2 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Group of users

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. take or upload photo in Forms

    a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. add recipient not as cc nor signer

    In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. lock fillable field position

    The ability to lock fillable fields into place i.e checkboxes

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. search option in Automations

    Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Active Campaign: pre-fill a document with information via Zapier

    I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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    1 comment  ·  API  ·  Admin →
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  11. Smart Content with "OR" conditional rule, when using variables

    When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    26 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  12. Don't Allow Sending if Recipient Name is Missing

    Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. automations - get credit card details and transfer details to a new template

    get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. Setup recipient verification via SMS in case you send the document via SMS

    Option to setup recipient verification via SMS in case you are sending the document via SMS

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  15. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. Document link to SalesForce Quote record

    Customer would like to link the document to Quote record in SalesForce

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Require the form signer to fill in all prompt options to be able to review the document

    Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. Ability to edit the form prompt text "Enter your contact information to start the signing process."

    Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. pay later option in PayPal

    pay later option in PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Link fields from different documents

    The ability to link fields from different documents together.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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