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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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  2. I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.

    1 vote

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  5. Ability to prevent admins/managers from bypassing Approval Workflows

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.

    1 vote

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  7. signing order to be followed when suggest edits are made

    2 votes

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  8. Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.

    Thanks!

    10 votes

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  9. Freshsales integration on EU domain

    1 vote

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  10. We were wondering if we could customize the Home page’s time period for the entire workspace

    2 votes

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  11. Ability to use the saved "My Signature" option on the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. Audit Trail in the Version History of the Template. Show which component has been touched or removed or edited. Was it the signature block, the table, the variable X,Y,Z. Was it the Smart Content, the approval workflow, pre-assigned roles, the image, the header or whatever it is that was changed, accidentally or intentionally. I'm finding it annoyingly buggy that we had to disconnect and reconnect the integration a couple of time since getting this rolled out in May. We can't leave the template, the integration or the automation as is for long durations of time without needing to retouch or…

    1 vote

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  13. when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. To update the HubSpot amount value based of the subtotal with the discount.

    1 vote

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  15. Our Fillable fields are always moving around on us from Document Creation from Templates to Signature signing process. It's impossible to currently use PandaDoc as a questionnaire or form because of this. Each time we have multiple questions to ask in a sequence that have either a Checkbox or Radio Button to answer. The Answers don't align to the question.

    We are now searching for another platform to suite our needs as this behavior makes PandaDoc unable to be used for large question documentation. Ex; Surveys, Scoping Questionnaires, Screening Forms.

    A solution would be to be able to Anchor a…

    1 vote

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    1. The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
    2 votes

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  16. When collecting a payment, to have the option to set up surcharges through Stripe

    2 votes

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  17. When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help

    2 votes

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  18. The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
    Bold column headers
    Alternate row colours
    Italic description

    1 vote

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  19. Ability to share a template folder with other workspaces

    2 votes

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