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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Mass update / Edit template Roles and emails assigned to roles in bulk

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  2. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. [Bulk Action] Add fields

    Simplify the process of pulling fields when there are many to be added.

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Set default country details in Stripe

    We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Preview for Forms: test forms without publishing

    The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. Expanding on hidden fields

    It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Automatically replace the content of a document with the file attached via manual "Change status" window

    At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. multiple payers can pay specified amount on one document

    The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  9. Dashboard - Create folders button back

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Auto-populate variables by uploading a spreadsheet (CSV)

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Save Products From Pricing Table to Catalog

    To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. change expiration on form template

    Ability to change and edit the expiration date/validity of a form template.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Ability to make a document private between the creator and the recipient

    Ability to make a document private between the creator and the recipient

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Add headers and footers to cover pages

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. create hubspot ticket (task) once once PandaDoc is submitted

    want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)

    7 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Documents Sorted by "Created by"

    When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. ZIP code UK format or International

    ZIP code UK format or International in the Text Field

    7 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Electronic Vaulting

    Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Forms Presets/Templates

    Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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