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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. add tags to multiple documents

    adding tags to multiple documents

    11 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Automatically align selected fields

    Automatically align selected fields

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Notifications setting via PandaDoc Mobile App

    enable/disable notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Mobile  ·  Admin →
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  5. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    11 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Drop down menu in forms that will populate fields based on drop down selection

    example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Change Document Location / Folder Inside the Document

    Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    11 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  8. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    11 votes

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    4 comments  ·  Esign & Notary  ·  Admin →
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  9. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Warning that text will be cut off in PDF

    If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  11. Export emojis to PDF

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    11 votes

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    2 comments  ·  Automations  ·  Admin →
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  13. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  14. QR code for documents

    Custom QR code to our documents for recipients to use.

    11 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  16. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. pass tokens HubSpot to PD forms

    pass tokens HubSpot to PD forms

    11 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. WorkDay

    Integration with workday to allow for documents to be sent out of workday and tracked.

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    switch fields in a template/draft document with Tab

    11 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Automatic conversion of Excel file to PDF within PandaDoc

    Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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