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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7129 results found

  1. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    7 votes

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    1 comment  ·  API  ·  Admin →
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  2. Make fields conditionally (non-) required if previous field is filled out.

    Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Delete a role and related fields at the time of document creation.

    Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Changing tab order

    It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. table of contents uploaded PDF

    Import Text Headings from a PDF into PandaDoc

    7 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  6. Ability to resize an image within a table

    Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  8. List / sort folders in alphabetical order

    List folders in alphabetical order

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  10. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Ability to set document layout for all the uploaded documents.

    Ability to set document layout for all the uploaded documents.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Bulk print multiple docs

    My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  14. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  19. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  20. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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