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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7486 results found

  1. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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  2. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    17 votes

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  3. 2 votes

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  4. 5 votes

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  5. 2 votes

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  6. 4 votes

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  7. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    11 votes

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  8. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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  9. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to add a checkbox without the need to assigning a role.

    1 vote

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  11. Ability to use both passcode & sms verification at the same time on a document

    1 vote

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  12. 1 vote

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  13. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    28 votes

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  14. Ability to set up data merge for documents in Zapier.

    1 vote

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  15. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    103 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!

  16. Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  18. 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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  19. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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