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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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  2. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  9. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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  10. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  11. Option for the recipient to change the description in the quote builder

    1 vote

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  12. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  13. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  14. can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?

    1 vote

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  15. The ability to see analytics i.e traffic through different applications based on embed forms on a web page.

    1 vote

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  16. 1 vote

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  17. Custom role can be used for the SSO

    1 vote

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  18. Ability to assign a whole content blocks (table) to document recipients for them to fill in

    1 vote

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  19. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  20. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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