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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. take or upload photo in Forms

    a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.

  2. Ability to set up several rules for conditional fields

    Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Option not to save the recipients' emails automatically to the Contacts

    We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. For variables to pass more than 10000 characters

    The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Inbox: Mark all as read at once

    Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to filter documents by the signing order progress.

    Ability to filter documents by the signing order progress.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)

    It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. SharePoint integration include Teams not just Sites

    As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  10. Remove/turn off the "most recently used" templates option in Pipedrive

    remove/turn off the "most recently used" templates option in Pipedrive

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Shrink the height of fields (text fields)

    Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Increase the number of characters for template title

    Increase the number of characters for template title

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. View full drop down selection without having to increase field size length

    View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Integrate with HubSpot payment cart

    Integrate payments using the HubSpot payment cart

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. Mobile App: Invite New User

    Ability to invite users in Mobile App

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Remove response from form/ CSV when deleting the form response document

    Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  17. Notify sender about documents that are left unsigned

    Set notification for senders when a document has not been signed after X number of days.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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