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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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  2. Mobile app - user filter in Dashboard

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  4. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    3 votes

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  5. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  6. Integrate payments using the HubSpot payment cart

    3 votes

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  7. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    3 votes

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  8. 3 votes

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  9. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  10. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. Ability to add content library items on top of uploaded pages

    3 votes

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  12. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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  14. When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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  16. automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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  17. Get revisions of the templates to see how they have been changing historically

    3 votes

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  18. Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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  19. Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish

    3 votes

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  20. If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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