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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Support images in variables. Option to have variables for images

    3 votes

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  3. Trash Bin: Be able to view documents without restoring them.

    3 votes

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  4. Card details field for PayPal

    3 votes

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  5. Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  6. Separate Room templates into folders

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Ability to export the SMS credits noting each number it has been used

    3 votes

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  8. I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  10. Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  12. Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.

    3 votes

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  13. change the document status automatically from expired to declined

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

    3 votes

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  15. 3 votes

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  16. 3 votes

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  17. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    3 votes

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  18. Approval workflow for templates (send template for approval)

    3 votes

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  19. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  20. A document status or indicator on the document when part of the installment has been paid.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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