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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7015 results found

  1. Ability to switch the entire catalogue currency.

    2 votes

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  2. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    42 votes

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    5 comments  ·  Forms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 1 vote

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  5. On page breaks, content moved to next page is too close to the header looking terrible.

    9 votes

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  6. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    12 votes

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  7. It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  8. 2 votes

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  9. Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Option on the pricing tabler to put notes on the currency column.

    • Will allow the user to put notes on the currency
    1 vote

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  11. 1 vote

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  12. Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  13. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    19 votes

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  14. Capitalized Variable from CRM tokens

    2 votes

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  15. The ability to use multiple saved messages in one document instead of just one.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  17. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  18. To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  19. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  20. Be able to reject a single document in a bundle.

    1 vote

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