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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7374 results found

  1. Interchange between native PandaDoc redlining and Word redlining

    Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Smart Forms: Receive a Notification once the Smart Form is filled out

    It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Ability to create products with images in a quote builder block via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  4. Quote builder: pull products from CRM when quote builder is added via Smart content

    Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Conditional questions in Smart Forms

    Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. AES (Advanced electronic signature)

    7 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  7. Payment Gateway: Integrate with NMI

    Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  8. Create pricing table with images via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  9. Option to delete pages for conditional content on a document level

    Option to delete pages for conditional (smart) content on a document level

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to remove a signer after document has been sent

    Ability to remove a signer after the document has been sent

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Make all fields required in single click

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Add a new Document-level Variable for Documented-Completed-Date

    When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Support Grammarly for PandaDoc in Chrome

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Variable for the current date

    Ability to have a variable for the current date

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Ability to populate variables with fields' values.

    Ability to populate variables with fields' values.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Resend document to approver/ "ping" or notify approver or send a reminder to approve document

    Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Ability to share a document link with non recipients

    Ability to share a document link with non-recipients

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Add new recipient after the document has been sent

    Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  20. Bulk send: Allow to use the same email address for different recipients if other data differs

    7 votes

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    0 comments  ·  Other  ·  Admin →
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