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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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7634 results found

  1. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  2. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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  3. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    24 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!

  4. 24 votes

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  5. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    24 votes

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    Idea  ·  3 comments  ·  Mobile  ·  Admin →
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  6. Change the document sender to any email without using Send on behalf.

    24 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  7. Be able to set up auto-reminders per signer, not only per document

    24 votes

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  8. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    24 votes

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  9. Recipiet view in Hebrew

    24 votes

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    Idea  ·  4 comments  ·  Localization  ·  Admin →
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  10. 24 votes

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  11. Automations based on Forms

    23 votes

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    3 comments  ·  Forms  ·  Admin →
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  12. Ability to edit spacing in quote builder (Design)

    23 votes

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  13. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    23 votes

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  14. I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?

    23 votes

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    5 comments  ·  Forms  ·  Admin →
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  15. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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!

  16. 23 votes

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    11 comments  ·  Other  ·  Admin →
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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!

  17. Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    23 votes

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    7 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  18. Should be possible to use ticket object to create docs from Hubspot

    23 votes

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  19. Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  20. Notification for signed but did not hit the Finish button

    23 votes

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