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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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6487 results found

  1. Ability to set the Document Value in a Content Library

    1 vote

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  2. 1 vote

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  3. Being able to set an image block as a background image

    3 votes

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  4. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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  5. option a delete recent templates from document wizard

    1 vote

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  6. 7 votes

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  7. Option to use pandadoc variables as a placeholder

    3 votes

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  8. to change the decimals on the cell level

    4 votes

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  9. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  11. Allow Canadian PAD (EFT) for Stripe payments in the integration.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  13. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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  14. columns to retain their default name in Ev2 once after unhidden

    1 vote

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  15. Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  16. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Should be possibility to start a bundle when creating a document bundle from Salesforce

    6 votes

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  18. We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    4 votes

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    0 comments  ·  API  ·  Admin →
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  19. Option to use API to edit a document

    5 votes

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    0 comments  ·  API  ·  Admin →
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  20. Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

    3 votes

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