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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7125 results found

  1. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    4 votes

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  2. Show a document status on the downloaded PDF

    4 votes

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  3. Collect Data/Report of Version History log

    4 votes

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  4. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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  5. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  6. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  7. Ability to shrink content blocks even more

    4 votes

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  8. 4 votes

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  9. Automatically assign approvers to a template based on the currency of the template

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  11. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  13. video content block - option to not skip or fast forward the video

    4 votes

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  14. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    4 votes

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  15. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  16. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    4 votes

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  17. "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  18. Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    4 votes

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  19. export the template details into a spreadsheet

    4 votes

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  20. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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