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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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6985 results found

    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  1. Set expiration date when uploading the document

    18 votes

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  2. 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'.

    18 votes

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  3. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    18 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Option for column totals in the pricing table

    18 votes

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  5. Make the next button more clear when completing fields and signing the document

    18 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. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    18 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  7. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  8. 18 votes

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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.

  9. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    18 votes

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  10. 18 votes

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  11. disabling all reminders at a time

    18 votes

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  12. Option to download private message /chat on a document.

    18 votes

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  13. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  14. If the PDF is not flattened, some content can be missed after upload

    18 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. Option to only highlight certain lines in a table, not the entire border.

    18 votes

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  16. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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    • Add the ability to set different from black signature color.
    18 votes

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  17. 17 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. The ability to export documents as CSV file not a zip file and the PDF version.

    17 votes

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