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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7263 results found

  1. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  2. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  3. Have the option to change the document status manually from the Dashboard / Home.

    12 votes

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  4. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  5. Conditional fields for API

    Option to use conditional fields in API

    8 votes

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    0 comments  ·  API  ·  Admin →
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  6. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  7. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    8 votes

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  8. The ability to copy or duplicate a checkbox already selected / checked off would be useful.

    1 vote

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  9. Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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  10. When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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  11. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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  12. 1 vote

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  13. Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. 1 vote

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  15. add tag to documents automatically via zapier

    3 votes

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  16. block content blocks for recipients during redlining

    7 votes

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  17. 1 vote

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  18. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Pay to have someone fill in custom information in variables.

    1 vote

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  20. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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