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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

  1. Option to save variable value to CLI

    1 vote

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  2. 1 vote

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  3. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  4. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  5. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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  6. I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)

    1 vote

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  7. 1 vote

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  8. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  9. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  10. Ability to merge document in bundles.

    1 vote

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    • Will allow user to mass upload of document to template
    1 vote

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  11. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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  16. 1 vote

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  17. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  18. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  19. All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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