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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7090 results found

  1. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  2. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
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  3. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  4. strikethrough without using text blocks and via drawing a line only

    3 votes

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  5. Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  6. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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  8. 1 vote

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  9. conditional rule for text field

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  10. 2 votes

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  11. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    2 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!

  12. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    2 votes

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  14. To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. 44 votes

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  18. upload signature to content library so they won't have to upload form local files

    2 votes

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  19. Have the option to auto-update the documents after updating the template used to create those documents

    10 votes

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  20. attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status

    3 votes

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