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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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54 results found

  1. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    53 votes

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    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  2. 39 votes

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  3. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    0 comments  ·  Other  ·  Admin →
  4. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  5. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
  6. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    6 votes

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  7. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  8. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  9. Once the CLI is updated, update it automatically on a template too

    4 votes

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  10. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  11. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
  12. Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  13. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  14. Update image inside document based on user sending the document

    2 votes

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  15. Hide product description in Pricing Table

    2 votes

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  16. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  17. The ability to switch pages within PandaDoc.

    2 votes

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  18. Account role that allows a user to search the entire account documents and download them, but cannot edit them.

    2 votes

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  19. Pull the value to fields with Zapier

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step
  20. 2 votes

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