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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  16. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. 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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  18. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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