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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. Make decline document button more obvious in the UI

    3 votes

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  2. Folders appear on the Home page

    4 votes

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  3. Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    96 votes

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  4. Ability to use saved messages for eforms

    2 votes

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  5. To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 2 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!

  9. Smart content: ability to add into the footer

    10 votes

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  10. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  12. 4 votes

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  13. 2 votes

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  14. Group manually completed documents in one folder or create a tag for them by default

    4 votes

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  15. Allow the recipient to change the name and pricing of products

    2 votes

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  16. Ability to show product description only after a product is selected in the Quote builder

    4 votes

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  17. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  18. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  19. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  20. Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section

    1 vote

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