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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6876 results found

  1. Automatically fill a date field once the approval workflow has been completed

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. duplicate conditional fields with rules across all pages

    2 votes

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  3. ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates

    2 votes

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  4. Would like the ability to add the signature and date at the same time

    2 votes

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  5. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  6. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  8. Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →
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  9. Ability to pass recipient job title (add title to the recipients mapping)

    2 votes

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  10. Have the ability to filter documents by contacts.

    2 votes

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  11. 2 votes

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  12. Option to set document value based on variable

    2 votes

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  13. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  14. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  15. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    2 votes

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  17. Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel

    2 votes

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  18. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    2 votes

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  19. 2 votes

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  20. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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