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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6439 results found

  1. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  2. library of already added designs from Canva in PandaDoc

    library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Expiration for Template Validity

    Having an option to set validity dates for templates

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    61 votes

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    14 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi there! 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!

  6. [Mobile App] Ability to manage integrations in mobile version

    Integrations in mobile version.

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. "Required" field tag not overlapping text

    Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. SugarCRM version 10.3

    SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    20 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. pull the value to variables with Zapier

    pull the value to variables with Zapier

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. HighLevel

    Integration with HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Locating files shared with workspaces in the root folder

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Mass Download "Collect file" field attachments

    It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    52 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

  14. Better search functionality in Saved Messages search

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. List documents

    List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Option to calculate values within the document that are placed outside of the PT

    Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Turn off Optional/Required display box when signing on document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Sender notification when document is printed / downloading

    notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Option to Not make a recipient as signer when assigned to a field

    Option to Not make a recipient as signer when assigned to a field

    7 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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