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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    14 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [Content Library] Ability to save the Form as Content Library Item

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Allow recipients to revisit unfinished forms without having to restart the form process.

    Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. AND operator in conditional smart content

    Would like to have an AND operator when using conditional content to populate content library items in a template.

    14 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  12. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  13. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  14. Google Workspace

    Integrate Pandadoc with google Workspace

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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  15. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  16. [Localization] Variables displayed in other languages

    The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  17. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Adding multiple pages to Content library at once

    Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Bulk Send via API

    bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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