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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Be able to customize branding for forms (for example change color of button "review document" )

    35 votes

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    6 comments  ·  Forms  ·  Admin →
  2. ability to select signature type for specific templates/documents

    43 votes

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  3. 6 votes

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  4. Webhook notification: document completed by all the recipients

    5 votes

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  5. customize the auto-reminder Time and Days

    42 votes

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    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  6. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    56 votes

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    7 comments  ·  Forms  ·  Admin →

    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!

  7. 14 votes

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  8. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    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!

  9. increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    4 votes

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  11. Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    21 votes

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  12. Automatically download the attachments when opening the files added to collect files field

    71 votes

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  13. Add possibility to filter by Date Completed and by token value.

    10 votes

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    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
  14. 11 votes

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  15. 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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  16. Edit document value without pricing table

    1 vote

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  17. Zoho: to pull information from subforms

    15 votes

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  18. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    Released  ·  Valeryia Baranava responded

    HI! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  19. 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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  20. Hi,

    Please change the date format as Indian format

    1 vote

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