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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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509 results found

  1. Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document

    2 votes

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  2. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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  3. Process refund for subscription that has minimal usage.

    2 votes

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  4. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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  5. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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  6. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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  7. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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  8. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    2 votes

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  9. Change Passcode to 4 digits instead of 6

    2 votes

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  10. "Refresh" button for the documents' statuses within PandaDoc inbox.

    2 votes

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  11. Charge pop-up notification before sending the invitation to the account.

    2 votes

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  12. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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  13. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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  14. 2 votes

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  15. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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  16. permission to access reporting for Member role

    2 votes

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  17. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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  18. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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  20. Ability to have payment trail ( history ) in version history.

    2 votes

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