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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7018 results found

  1. The option to change the order of the variables displayed when the recipient starts filling-in the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Example: google calandar event invite. Add pandadoc templates so with click of a button event is made and pandadoc docs are made.

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. 2 votes

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  4. Ability to convert signed contract into QuickBooks using HubSpot

    2 votes

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  5. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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  6. We would like to be able to remove custom fonts that we added

    2 votes

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  7. As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  8. 2 votes

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  9. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held

    2 votes

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  11. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. History viewer for content library items on which templates/documents they were used.

    2 votes

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  13. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  15. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  16. Have the ability to manage the visibility of contacts from users

    2 votes

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  17. Option to insert arrows to the documents like Microsoft PowerPoint

    2 votes

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  18. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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  19. Have the ability to have the paragraph bullet points span multiple pages

    2 votes

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  20. Be able to sort by a specific year or month.

    2 votes

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