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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. 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.

    20 votes

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  3. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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

    20 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  5. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  6. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    20 votes

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  7. 20 votes

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  8. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  9. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Payments  ·  Admin →
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  10. Auto fill repeating fields - signature and initials fields

    19 votes

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  11. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    19 votes

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  12. 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!

    19 votes

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  13. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    19 votes

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  14. 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!

    19 votes

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  15. an option to use a custom field with data merge in Hubspot

    19 votes

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  16. ability to add adobe fonts

    19 votes

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  17. Instructional bubbles to guide recipients in filling out the document,

    19 votes

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  18. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    19 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  19. 19 votes

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  20. Make it impossible to send a document if the required variables are not filled in

    19 votes

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