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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Card Details field for Square

    Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    11 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  2. Restrict entering an email for a signature field for recipients

    Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    12 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Add multiple users to the template automatically vs manually

    Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Save template sequence when template is moved to another workspace and copied to edit it

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. [Content Library] Ability to save the Form as Content Library Item

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. analytics activity - viewed

    My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Yes or no option as a fillable field

    yes or no option as a fillable field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Remove 'Optional' text for fields that are marked as not required

    When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Make fields conditionally (non-) required if previous field is filled out.

    Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. The option to change the view (select the list view instead of thumbnail images) when a user is adding a content library item

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  12. A pop up to place form fields when uploading pdfs to the Content Library

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Admin Panel: Workspaces - Give option for dynamic list view of all workspaces

    As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. Include template name in the import email when catalog item updated

    Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Group content blocks

    Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    17 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Choose folder as default saving items to catalog

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Keyboard shortcuts to fill in fillable fields

    Keyboard shortcuts to fill in fillable fields

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Delete a role and related fields at the time of document creation.

    Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Disable / turn off approval notification email sent to approver

    the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Download the PDF with the fields reflecting who they're assigned to.

    Download the PDF with the assignee information beside the fillable fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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