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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3799 results found

  1. 4 votes

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  2. 4 votes

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  3. Ability to create forms via API.

    4 votes

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    0 comments  ·  API  ·  Admin →
  4. a way to download all the emails for the people that only viewed my template

    4 votes

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  5. sign in just with Google only

    4 votes

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  6. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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  7. 4 votes

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  8. Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
  9. authorization (access code) to be added on a template level

    4 votes

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  10. Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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  11. Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Capitalized Variable from CRM tokens

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  13. 4 votes

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    1 comment  ·  Automations  ·  Admin →

    Dear Tammy,

    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.

    I appreciate your time and looking forward to hearing back from you!

  14. For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    4 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    4 votes

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  16. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. 4 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  18. 4 votes

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    1 comment  ·  Mobile  ·  Admin →
  19. Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
    So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
  20. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!