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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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6986 results found

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

    21 votes

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    Idea  ·  Lindsey Schocke responded

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

  2. ability to add adobe fonts

    21 votes

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  3. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  4. in-person signing for forms

    21 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  5. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    21 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. Disable access to the document for recipients once it's completed

    21 votes

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  7. Notifications about document updates for all recipients

    21 votes

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  8. 21 votes

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  9. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    21 votes

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  10. 21 votes

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  11. When someone "Decline" document with reason filled - how can i get this reason from API

    21 votes

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    2 comments  ·  API  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  12. 21 votes

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  13. Automatically put the value from one pricing table in another pricing table

    21 votes

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  14. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  15. 21 votes

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  16. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    20 votes

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  17. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    20 votes

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  18. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  19. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    20 votes

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    1 comment  ·  Approvals  ·  Admin →
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  20. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    20 votes

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