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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. I would like to have variables for the subtotals of each section of a pricing table.

    9 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!

  2. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    9 votes

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  3. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

  4. 2 votes

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  5. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
  6. Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    7 votes

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    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  7. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    43 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!

  8. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  9. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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  10. Option to use shared content library items in Smart content

    14 votes

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  11. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
  12. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  13. 1 vote

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    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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  14. The option to use > and < when defining Conditional Logic for Smart Content.

    26 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!

  15. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  16. 3 votes

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  17. Conditional fields for content library

    42 votes

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  18. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

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  19. 2 votes

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