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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6099 results found

  1. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  2. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Ability to integrate Zoho flow

    2 votes

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  8. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    2 votes

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  10. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    2 votes

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  11. 2 votes

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  12. Ability to delete the attached file from Audit Trail that was uploaded via manual status change

    2 votes

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  13. Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  15. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  16. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  17. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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  18. Ability to adjust text fields size for sent document.

    2 votes

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  19. Inherit approval settings of an approved document when it is converted into a template

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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