Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Availability to enable/disable "warning email" under expiration settings on the sent document

    1 vote

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  2. 1 vote

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  3. ability to turn off the ReCAPTCHA on forms

    1 vote

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  4. 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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  5. 1 vote

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  6. 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.

    2 votes

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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. 1 vote

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  11. 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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  12. 1 vote

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  13. 1 vote

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

    1 vote

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  16. 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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  17. 1 vote

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  18. the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  19. Ability to add recipients at the time of doc sending (by editing the To: field in the send dialog box)

    1 vote

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  20. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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