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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7016 results found

  1. 2 votes

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  2. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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  4. I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears

    2 votes

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  5. Ability to create forms via API.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  6. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  7. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  8. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    7 votes

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  9. 1 vote

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  10. 1 vote

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  11. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  13. a way to download all the emails for the people that only viewed my template

    3 votes

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  14. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  15. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. 2 votes

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  18. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  19. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. The ability to restore catalog folders that have been deleted.

    3 votes

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