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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  2. 24 votes

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  3. 24 votes

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  4. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  5. To better manage item distribution in Quote Builder during PDF rendering.

    23 votes

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

    23 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!

  7. Highlight the changes made to a document/template in the version history

    23 votes

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  8. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  9. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    23 votes

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  10. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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!

  11. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    23 votes

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  12. Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    23 votes

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    7 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  13. UK English language interface

    23 votes

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  14. Notification for signed but did not hit the Finish button

    23 votes

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  15. Ability to add multiple users to multiple Workspaces all at once

    23 votes

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  16. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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  17. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    23 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!

  18. Allow Search cross workspaces for documents

    23 votes

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  19. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    23 votes

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    Idea  ·  3 comments  ·  Mobile  ·  Admin →
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  20. The option to calculate percentage of a particular number.

    23 votes

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