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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2993 results found

  1. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    9 votes

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  2. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    16 votes

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  4. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    20 votes

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  5. I would like to have variables for the subtotals of each section of a pricing table.

    9 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!

  6. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    9 votes

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  7. 2 votes

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  8. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    43 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!

  10. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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  12. Option to use shared content library items in Smart content

    14 votes

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  13. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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  15. The option to use > and < when defining Conditional Logic for Smart Content.

    26 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!

  16. 3 votes

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  17. Conditional fields for content library

    42 votes

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  18. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    7 votes

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