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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6902 results found

  1. Bulk edit variables through google sheet

    bulk way to fill in variables from a Google Sheet

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. API - Create Document from Excel (.xls and .xlsx)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Ability to set up a field that changes based on the value the prospect selects in the dropdown

    ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Option to have recipients view a document as a slideshow

    A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. Table of Contents: use respective Heading Capitalization

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. The ability to use links and hyperlinks during free trial

    Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. JavaScript SDK Preselect Template

    It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. show attachment via API when the document is completed manually

    show attachment via API when the document is completed manually

    https://pandadoc.zendesk.com/agent/tickets/539347

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Stop when a form gets filled in an e-mail is sent with the same form

    When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  10. Verification if a recipient opened an attachment to a contract

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Rippling

    Requesting an integration with Rippling to PandaDoc

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Audit Trail - Recipient Analytics - Pages Viewed

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Ability to scan document from mobile app

    It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  15. approval workflow to be edited with Creator license

    approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Automate calculation of volume-based fee for pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    19 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. initials field - customization

    initials field - customization/personalized/modify

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  20. Pass token values from Zoho into the PandaDoc pricing table columns

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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