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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. Ability to have an auto fill signature button.

    2 votes

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  2. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    2 votes

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  4. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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  5. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    2 votes

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  8. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Option to make uploaded Notary signature darker

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    2 votes

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  12. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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  17. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 2 votes

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