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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6899 results found

  1. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  2. Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.

    1 vote

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  3. 5 votes

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  4. The option to make a copy of the whole folder when sharing a folder with another workspace.

    4 votes

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  5. Ability to use "consists" or "startswith" in smart content .

    2 votes

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    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    2 votes

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  6. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    2 votes

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  7. Ability to change the form owner but keep the same form link.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    16 votes

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  10. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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  11. If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    3 votes

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  12. Ability to integrate with Google Calendar to use automation like sending documents.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    12 votes

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  14. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    16 votes

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  15. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  16. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    5 votes

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  17. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  18. Ability to set a required number of characters for fields

    6 votes

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  19. Integration with Hubdoc

    1 vote

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