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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. dropdown items linked to a catalog

    ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Check box additional settings

    Even though field was not required signers should not be able to complete the document.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  6. Ability for table block to have same features as Excel

    Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Add existing document as content block

    User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Option that allows users to populate specific line items from HubSpot into a PandaDoc document based on user-defined criteria

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. HubSpot: keep the document linked if Deal ID changes

    Option to keep document linked in case Deal ID changes

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. option to hide documents (don't want to delete them, but want them hidden)

    option to hide documents

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  12. replace the PDF source file with API call.

    replace the PDF source file with API call.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Option for Payment window to populate without having to 'Finish' document

    Ability for signers to pay without having to finish document

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  14. Document/signature forwarding without knowing the email of the delegate recipient

    The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Option to download documents in other formats: TXT

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to favourite folders and documents and have my "favourites" always at the top of my folders

    I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    5 votes

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    0 comments  ·  API  ·  Admin →
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  20. Ability to enable silent flag in Zoho (Notifications)

    Ability to enable silent flag in Zoho (Notifications)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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