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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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  2. 1 vote

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  3. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    22 votes

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  4. Encrypt emails

    7 votes

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  5. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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  6. Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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  7. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    23 votes

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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!

  8. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  9. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  10. 4 votes

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  11. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    3 votes

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  12. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  13. Generate signature certificate even if the document is not completed by all recipients

    35 votes

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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!

  14. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  17. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    5 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    2 votes

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  20. Integration with LACRM

    2 votes

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