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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6932 results found

  1. 8 votes

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    0 comments  ·  API  ·  Admin →
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  2. Option to get one centralized API key for all workspaces

    8 votes

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    1 comment  ·  API  ·  Admin →
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  3. Use images in saved messages

    8 votes

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  4. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    8 votes

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  5. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    8 votes

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  6. 8 votes

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  7. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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  8. Ability to set a default CC'd recipient email for all documents

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 8 votes

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    2 comments  ·  Approvals  ·  Admin →
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  10. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  12. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  13. Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    8 votes

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  14. change custom variable format

    8 votes

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  15. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    8 votes

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  16. 8 votes

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    1 comment  ·  Localization  ·  Admin →
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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!

  17. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    8 votes

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  18. Add attachments to a document under specific circumstances

    8 votes

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  19. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  20. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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