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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7332 results found

  1. in-person signing for forms

    in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  2. Ability for page number to show left or right

    Ability for page number to show left or right

    22 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Attachments visible from the document view for the recipient: embedding an attachment into a document

    22 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  4. Text around fields format to match the length of the info entered

    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.

    22 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. Get the reason for a declined document via API

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

    22 votes

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    2 comments  ·  API  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

  7. Signature setting per user

    Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  8. Recipient view in Hebrew

    Recipiet view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  9. Automatically put the value from one pricing table in another pricing table

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

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  11. CRM Product fields are passed over tokens/variables

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

    22 votes

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    Idea  ·  5 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Add variables to the Room

    add variables to the Room

    21 votes

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    1 comment  ·  Rooms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  13. Stripe Checkout payments: disable debit/credit card payments

    Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  14. Conditional fields: 'Hide these fields' option along with 'Show these fields'

    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'.

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  16. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  17. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. ability to add adobe fonts

    ability to add adobe fonts

    21 votes

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    Idea  ·  4 comments  ·  Content Editing & Design  ·  Admin →
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  19. Unsend sent document/notification

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

    21 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Instructional Bubbles to Guide Recipients

    Instructional bubbles to guide recipients in filling out the document,

    21 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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