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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. 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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  2. [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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  3. "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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  4. 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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  5. 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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  6. HighLevel

    Integration with HighLevel

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 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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  8. 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.


  9. Better search functionality in Saved Messages search

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. HubSpot : Mapping of Custom date field in pricing table

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Include custom fields when adding a new item

    When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Upload files field sync with HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Great America Financial

    Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. description of the pricing table item transferred to Xero invoice

    description of the pricing table item transferred to Xero invoice

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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