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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Ability to delete logo

    7 votes

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  2. 2 votes

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  3. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    7 votes

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    0 comments  ·  API  ·  Admin →
  4. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    4 votes

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  5. 19 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  6. Option within forms to automatically forward someone to a provided URL after they submit the Form

    52 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. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    127 votes

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    6 comments  ·  Forms  ·  Admin →

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  8. ability to see who from team members opened a document

    2 votes

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  9. 8 votes

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    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:

    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date

    Check this article to know more about Installments.

    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  10. 1 vote

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    0 comments  ·  Other  ·  Admin →
  11. 4 votes

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  12. Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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  13. Integrations: Support custom product fields in Pipedrive

    1 vote

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  14. 37 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!

  15. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    25 votes

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    3 comments  ·  Mobile  ·  Admin →
  16. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    15 votes

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    1 comment  ·  API  ·  Admin →
  17. The ability to add attachments to forms

    2 votes

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  18. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    28 votes

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  19. Ability to map document field data into Pipedrive

    11 votes

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  20. 123 votes

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