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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Form link: check how many views

    Option to check how many views the Form link has (without reponses).

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Set signing order within pre-selected content: conditional content based on specific roles / recipients

    Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Smart content and custom fields and conditions

    Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. From variable list, see a list of occurrences and click to go to a specific occurrence in the document

    Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Notarize multiple individual documents in the same session

    Notarize more than one document per session without bundling.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  10. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Make the checkboxes in a pricing table larger.

    I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Search templates via its contents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. A generic "Privacy Policy" page for websites.

    FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  14. Link a document to Authorize.net payment

    Option to link a document to Authorize,net payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  15. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. There should be an option online to change the subscription plan to Free eSign plan.

    There should be an option online to change the subscription plan to Free eSign plan.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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