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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. 11 votes

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  2. Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    6 votes

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  3. Zoho: to pull information from subforms

    14 votes

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  4. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    67 votes

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  5. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    26 votes

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  6. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    55 votes

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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

  7. Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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  8. notification if the recipient downloads or prints out the document?

    11 votes

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  9. Option to Not make a recipient as signer when assigned to a field

    8 votes

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  10. 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!

  11. description of the pricing table item transferred to Xero invoice

    4 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. sync Document.Value with the Amount field in Salesforce

    6 votes

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  13. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. 58 votes

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    12 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  15. 27 votes

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  16. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    80 votes

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  17. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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  18. Encrypt emails

    8 votes

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  19. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 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!

  20. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    24 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!

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