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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4796 results found

  1. 42 votes

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  2. The ability to change the font color, style, size of the pricing table cell individually

    25 votes

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  3. Custom payment dates in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  4. Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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  5. 27 votes

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  6. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    8 votes

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  7. Option for multiple signers to use 1 email

    5 votes

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  8. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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  9. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    5 votes

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  10. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    14 votes

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    0 comments  ·  Workflow  ·  Admin →
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  11. Smart Content feature for Pricing table

    15 votes

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  12. more options for quote builder layout like the current pricing table layout

    6 votes

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  13. 11 votes

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  14. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    7 votes

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  15. As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    8 votes

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  16. Import Contacts using CSV file directly to Pandadoc

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    18 votes

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  18. export document data on waiting for signatures into excel

    8 votes

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  19. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    5 votes

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  20. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    4 votes

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