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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6393 results found

  1. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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  2. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. PD API will support React

    1 vote

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    1 comment  ·  API  ·  Admin →
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  4. Ability to customize Dashboard to see the total value of specific documents

    2 votes

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  5. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  6. LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  7. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. It would be nice to have Zuper and Twilio integration with PandaDoc

    2 votes

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  9. Ability to have Bulk send analytics results.

    4 votes

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  10. Sometimes I need numbers only response, and not a typed word.

    1 vote

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  11. 38 votes

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  12. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    3 votes

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  13. Option to have Home in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  14. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  15. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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  17. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  18. 1 vote

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  19. Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    7 votes

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