Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to turn off the ReCAPTCHA on forms

    1 vote

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  2. Have the ability to mark a document as paid without having to enable to payment portal within the document

    1 vote

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  3. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    1 vote

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  4. 1 vote

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  5. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    1 vote

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  6. Ability to add CC recipients when a document is forwarded to the second email address.

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. restrict document owner to sign before the document is sent for approval

    1 vote

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  10. We need the option for AND in conditional approvals not just OR.

    Ie. The doc value is greater than $20K AND less than $100K

    1 vote

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  11. 1 vote

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  12. The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    1 vote

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  13. ability to pass the document to On Hold status

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  17. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    1 vote

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  18. Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
    1 person first
    then to 5 persons
    then to 3 persons

    1 vote

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  19. 1 vote

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  20. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    1 vote

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