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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Save singular fields as content library items

    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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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Automations for Xero

    Automations for Xero

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Give Choice of Radio Button Format

    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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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  5. Outbound Email Audit Log: See Email Message Content Sent to Customer

    I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. export the template details into a spreadsheet

    export the template details into a spreadsheet

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Ability to change the properties of multiple text fields at once

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

    4 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  9. See the recipient's details in the 'document.viewed' webhook.

    To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Zapier - changing the status of a Hubspot deal with an uploaded file (not just a Template or Form)

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. `Merge variables

    (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Additional Functionalities in Inbox

    Additional functionalities in the inbox section like moving the received items to a different location

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  14. Ability for table block to have same features as Excel

    Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Pass payment information to Quickbooks

    Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  16. Ability to set up a condition which hides empty pricing table columns.

    Ability to set up a condition which hides empty pricing table columns.

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to remove default design themes (Basic, Classic, Modern)

    4 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  18. Salesforce: product description mapping

    Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Signature block rotation

    The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to set multiple columns when going through contact documents

    i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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