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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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6612 results found

  1. Have a way to continue the auto-numbering from column to column, and page to page

    3 votes

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  2. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  3. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  4. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  6. 3 votes

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  7. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  8. Add the option to hide the columns in pricing table via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  9. Ability to create graphical objects within the editor.

    2 votes

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  10. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  11. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    2 votes

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  12. We are currently using PandaDoc and HubSpot and we generate documents using their integration.

    We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.

    For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.

    1 vote

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  13. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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    • feature that will allow the user and signer to access pages quickly through out th proposal
    1 vote

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  15. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  16. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  17. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically

    3 votes

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