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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    108 votes

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  2. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    2 votes

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  3. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    5 votes

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  4. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    10 votes

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  5. Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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  6. 2 votes

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  7. 2 votes

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  8. Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    8 votes

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    1 comment  ·  API  ·  Admin →
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  9. I would like to be able to save the products I've edited in Quote builder back to catalog

    11 votes

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  10. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    6 votes

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  11. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    4 votes

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  13. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 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. Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    3 votes

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  15. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    11 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!

  17. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    13 votes

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  18. Allowing Canva DOCS to be utilized in Panda

    3 votes

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  19. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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  20. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    17 votes

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