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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 12 votes

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  3. Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    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!

  4. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    9 votes

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    1 comment  ·  Approvals  ·  Admin →
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  6. Ability to create forms via API.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  7. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    9 votes

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  8. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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  9. 3 votes

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  10. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. a way to download all the emails for the people that only viewed my template

    4 votes

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  12. 15 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!

  13. Smart content: more than one rule, for example, "AND" conditional rule

    31 votes

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    3 comments  ·  Other  ·  Admin →
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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. Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    2 votes

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  15. 10 votes

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  16. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    66 votes

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  17. 8 votes

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  18. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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  19. ability of creating documents in Pipedrive without pre-assigning recipients from a dea

    3 votes

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  20. Ability to restrict access to certain templates with password.

    17 votes

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