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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Rotate fields

    9 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Decline part of the document

    Decline part of the document

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. 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

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  9. [Mobile App] Ability to manage integrations in mobile version

    Integrations in mobile version.

    8 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  10. "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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  11. 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.

    24 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  12. 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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  13. HighLevel

    Integration with HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 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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  15. 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.

    53 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  16. Better search functionality in Saved Messages search

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. 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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  18. 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

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. 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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  20. 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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