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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Quote builder: ability to restrict adding certain products to certain templates

    Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Limit rights for collaborators

    Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    11 votes

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    0 comments  ·  API  ·  Admin →
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  4. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Customize Start / Finish button text

    We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  7. Overset Text & Flow Features Similar to InDesign

    I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. add tags to documents created via zapier

    add tag to documents automatically via zapier

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Email validation API call

    Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  13. Import Contacts using CSV file directly to Pandadoc

    Import Contacts using CSV file directly to Pandadoc

    17 votes

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    2 comments  ·  Other  ·  Admin →
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  14. Filter API logs by custom date

    It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  15. Automation that will add collaborators to documents

    This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Report to view documents collaborators are on

    Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  17. The option to set up conditional validation of documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. RSVP in documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Ability to populate approver's name via variable.

    Ability to populate approver's name via variable.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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