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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Smart content - automatically remove blank page when smart content is not triggered and inserted

    15 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  2. Inbox, filter by status for documents

    Filter documents in Inbox by status

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →

  3. Automatically align selected fields

    Automatically align selected fields

    15 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  4. 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

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  5. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  API  ·  Admin →

  6. Split pricing table

    Split pricing table

    https://pandadoc.zendesk.com/agent/tickets/366700

    15 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  7. Approval Workflow through API

    Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    15 votes

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    1 comment  ·  Approvals  ·  Admin →

  8. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →

  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".

    15 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  10. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  11. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    15 votes

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    2 comments  ·  Automations  ·  Admin →

  12. Auto-update table of content before the document gets sent out

    Auto-update table of content before the document gets sent out

    15 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.

  13. create a report from the documents created per recipient

    create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →

  14. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →

  15. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    15 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →

  16. Ability to See Attachments on Mobile App - Ios

    Attachments should be supported when viewing or signing on mobile app.

    15 votes

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    1 comment  ·  Mobile  ·  Admin →

  17. Convert Cover Page to Content Page

    Client would like the ability to convert a cover page to a content page.

    15 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  18. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    15 votes

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    2 comments  ·  Integrations  ·  Admin →

  19. 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

    15 votes

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    1 comment  ·  API  ·  Admin →

  20. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    15 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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