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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2912 results found

  1. On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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  2. Identify which documents are still waiting to be signed and email it as a report automatically

    10 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  4. automatically change document status to Completed

    10 votes

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    4 comments  ·  Automations  ·  Admin →
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  5. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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  6. 10 votes

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  7. 10 votes

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  8. Ability to set default font for each heading

    10 votes

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  9. 10 votes

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  10. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  11. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  12. hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    10 votes

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  13. It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
    Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work

    10 votes

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    1 comment  ·  Mobile  ·  Admin →
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  14. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    10 votes

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  15. 10 votes

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  16. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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  17. ability to print forms

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Email validation for contacts

    10 votes

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    3 comments  ·  Other  ·  Admin →
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  19. Be able to set up discounts for catalog items and insert the items with those discounts

    10 votes

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  20. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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