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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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3804 results found

  1. Notification Product Catalog Import

    6 votes

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  2. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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  3. 1 vote

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  4. Option to have no spaces on number/text field

    1 vote

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  5. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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  6. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  7. PandaDoc should only lock the edit functions associated with the signature. Linking function should be outside of the edit/sign function, suggested by our customer.

    1 vote

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  8. Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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  9. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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  11. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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  12. It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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  13. comments feature for uploaded documents

    5 votes

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  14. Ability to add a heading to the top of a table.

    16 votes

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  15. Integration with Evalon (Fusebox).

    1 vote

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  16. 3 votes

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  17. Integration with Zoho Inventory

    3 votes

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  18. notification if the recipient downloads or prints out the document?

    10 votes

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  19. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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  20. Wire Transfer and pass the 4% charges to the Customer

    2 votes

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