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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. A generic "Privacy Policy" page for websites.

    FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  2. tiered pricing, (as opposed to volume pricing)

    Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    14 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Conditional fields: 'Hide these fields' option along with 'Show these fields'

    The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    19 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Link a document to Authorize.net payment

    Option to link a document to Authorize,net payment

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Use image library items for smart content

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. upload our own brochure and deck content to fit the dimensions of the template pages

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Bulk Send: Download CSV with variable in document order

    To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

    As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Have two account owners

    Have two account owners

    https://pandadoc.zendesk.com/agent/tickets/423569

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Anonymous Surveys (Form replies)

    Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Make form responses (documents) visible to the form owner only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. There should be an option online to change the subscription plan to Free eSign plan.

    There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Option to set expiration for link shared with the recipient [Workaround in comments]

    Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Salesforce Data to Populate Checkbox in Doc

    We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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