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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4092 results found

  1. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    3 votes

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  2. The option to enable multiple selection for radio buttons

    13 votes

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  3. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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  4. When some workspace is active, an option to access PandaDoc using the API-key of other non-active workspaces.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  6. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  7. Do not send a form if it is not completed

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  9. Option to add automatically label for fields (next to them).

    1 vote

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  10. Add document uuid to the PDF downloaded.

    1 vote

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  11. Suggest edits on the Template level

    3 votes

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  12. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  13. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    2 votes

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  14. 2 votes

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  15. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  16. Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.

    1 vote

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  17. 2 votes

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  18. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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  19. Ability to use "consists" or "startswith" in smart content .

    2 votes

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    • Will allow the user to user numerical value higher then 0, eg: "2.75" or "2.25" or "2.26" or "10.5" or "1000" or "7.5673" etc
    1 vote

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