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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5371 results found

  1. Disable email notifications for bulk import

    disable email notifications for bulk import

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Option to edit the Role Permission

    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Send a prompt to the document creator if they select/edit specific parts of a document

    Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Add tags to multiple content library items at once

    Add tags to multiple content library items at once

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Allow Collaborators to use search function

    Allow Collaborators to use the search function for documents that have been shared with them.

    7 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Conditional rule based on the initial field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  9. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →
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  10. Conditional Fields - only show certain drop-down options for another field

    Conditional Fields - only show certain drop-down options for another field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Smart Content will not include the page only the content items

    Smart content will only put the items on the document will not include the page

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Option to get the links of all documents created when downloading in CSV file

    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Show masked fields on printed documents

    show masked fields on printed documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Video content block - option to make the video link private and not searchable

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Option to use custom variable/variable on pricing table

    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Mobile app for EU servers

    Option to use mobile app in case you have EU server

    7 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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