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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Would be nice to automatically update project status to confirmed when documents are signed

    1 vote

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  3. Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.

    Now, I have to go:

    1. Document info
    2. Settings
    3. Document sequence
    4. Click on dropdown
    5. Choose a sequence
    6. Click apply

    We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.

    IMHO, it can be moved and added:
    (i) as an optional choice on the document creation screen under "Add document recipients" section,
    (ii) next to "Updated X minutes ago" in the top menu of the document, or…

    1 vote

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  4. add recipient link instead of internal document link to the Active Campaign

    2 votes

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  5. We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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  7. If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.

    1 vote

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  8. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  9. The ability to add Smart Content inside a table.

    2 votes

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  10. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  11. Option to get organization ID via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.

    It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.

    2 votes

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  13. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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  14. 2 votes

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    0 comments  ·  API  ·  Admin →
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  15. Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.

    1 vote

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  16. I currently use Zapier to send completed documents to the appropriate internal department based on templates. I would like the ability to just do this through PandaDoc and not have to use another application.

    For example, when a service proposal (template type in our system) is signed and completed by all parties, a PDF is also sent to our finance department to set up the client for billing. (without being a cc or a licensed user in PD)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.

    2 votes

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  19. Option to have an expiration date as a filter under the Documents tab

    2 votes

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  20. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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