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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7374 results found

  1. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  2. resize textfield to make smaller in ev2

    3 votes

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  3. 3 votes

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  4. 3 votes

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  5. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  6. Have a docx or PDF document that is screen reader accessible on pleading paper

    2 votes

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  7. 2 votes

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  8. Option to hide a line item so the signer cannot see it, only the sender can see the item

    2 votes

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  9. Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. Have the ability to move the signature to the side of the Signature Field. Its current default is at the center of the field.

    2 votes

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  11. Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.

    2 votes

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  12. Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.

    2 votes

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  13. A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.

    For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. At the top of our documents, the name of the document is included twice in the PandaDoc Interface (one row that includes the option to change language, one row that specifies this is document x of y)... and then it's included in our own form itself.

    We want to hide one or both of these lines from being displayed. Our application knows if they want the English or the French document, and we only ever include one document to sign at a time.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  15. 2 votes

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  16. ensure that the number 0 (zero) is not removed when it is the first digit in the data passed to PandaDoc as a variable. Currently, it appears that PandaDoc automatically excludes the zero when it is the first digit, which is essential for accurate data representation

    2 votes

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  17. Option to set a variable for document auto-numbering

    2 votes

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  18. move PandaDoc documents associated with an item when you move that item in Monday.com

    2 votes

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  19. Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.

    2 votes

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  20. Add automation for Zendesk Support to generate a document automatically when a ticket status changes.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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