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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. Drop down menu in forms that will populate fields based on drop down selection

    example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Be able to change own license type as Account Owner

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. [ARCHIVE] Automatically change document version number when updated after sending

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!

    Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Auto-Reminders For Bulk Send

    Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Create a safe guard for in person signing

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  8. Discount after Total

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  10. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  11. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Add hyperlink into email footer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
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