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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. Ability to set date field validation (any, future, past) from PDF via API

    Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  2. Option for pop-up before deleting completed document

    Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to delete columns in the pricing table if any of the columns is restricted.

    Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Ability to have multiple primary signers in Forms

    Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. copy tables with formating

    Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Ability to edit Quote Builder block via mobile app

    Ability to edit Quote Builder block via mobile app

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Stripe API to Existing Products and Customers

    Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    8 votes

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    1 comment  ·  API  ·  Admin →
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  10. Mass Update Catalog Pricing by Percentage

    Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Ability to copy forms into another workspace

    It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. drag content blocks between pages easily

    drag content blocks between pages easily

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Customize Start / Finish button text

    We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Report to view documents collaborators are on

    Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  15. View-only form: only create a sequenced form (document) if the client signs the form

    Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Smart Content to Support Drop-down values from variables

    For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Approval Workflow for non-pricing conditions

    Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. The Signing order should be set on Bundling feature.

    Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Smart content - automatically remove blank page when smart content is not triggered and inserted

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. smart content in header

    be able to add smart content into the document header

    8 votes

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    1 comment  ·  Other  ·  Admin →
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