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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Highlight required fields that need to filled out before sending

    Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Smart content (conditional logic) - quicker response time

    Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Send documents to slack channels

    Proposals to Slack

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Allow for bank transfer in other currencies/bank accounts

    3 votes

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    0 comments  ·  Localization  ·  Admin →
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  6. Sync changes in variable names (Monday to PandaDoc)

    Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Decimal places in Document Value

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Make Cost / Margin visible on PandaDoc mobile app

    Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. trigger the creation of a subscription in Stripe that is delayed one month

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

    The customer wanted to disable scrolling option in mobile view.

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. Send as PDF with link to PandaDoc

    Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Change the email of the form signer once the form is completed

    When the forms has different roles and once role has the wrong email, to have an option to change the wrong email in the completed form without resending it or erasing all the filled details.

    https://pandadoc.zendesk.com/agent/tickets/402795

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Send Signature certificate along with the completed document notification

    Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)

    PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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