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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7359 results found

  1. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. 4 votes

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  3. Conditional fields - automatically fill out the value of another field

    4 votes

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  4. The ability to use forms in kiosk like survey monkey do

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. 4 votes

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  7. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  9. Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    4 votes

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    • will allow the user to exceed the 10000 limit
    4 votes

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  10. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    4 votes

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  12. Option to make a text block expandable if the content is too large.

    4 votes

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  13. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  14. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  15. Customer would like the template to be accessible in the PandaDoc mobile app in their iPad

    4 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  17. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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  18. Map line items to a table block via Zapier and/or native integrations.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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