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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7426 results found

  1. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  2. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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  3. 52 votes

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    10 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  4. 27 votes

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  5. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    77 votes

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  6. 5 votes

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  7. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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  10. Encrypt emails

    8 votes

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  11. 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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    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!

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

    14 votes

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  13. 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.

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

    4 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. 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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  16. 5 votes

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

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Email validation for contacts

    10 votes

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

    38 votes

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  20. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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