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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7571 results found

  1. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  3. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    6 votes

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  4. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  5. 1 vote

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  6. UK English language interface

    26 votes

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  7. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  8. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  9. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  10. I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    16 votes

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    6 comments  ·  Automations  ·  Admin →
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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  11. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  12. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  13. 1 vote

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  14. Option to change placeholder text in field blocks permanently

    3 votes

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  15. to get the pandadoc workspace from any api

    8 votes

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    0 comments  ·  API  ·  Admin →
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  16. 1 vote

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  17. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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  19. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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