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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7241 results found

  1. Glide Apps Integration

    1 vote

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  2. Ability to add a phone number to a user's profile

    2 votes

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  3. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  4. The ability to integrate with Cin7 via API/ Native integration

    2 votes

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  5. box type text field - for 1 letter or 1 digit only

    2 votes

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  6. add and design frames for image content block

    3 votes

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  7. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  8. when we move around the text it doesn't give us like the symbol that the text is in the middle of the page, there should be like a another line (horizontal) in the middle.

    1 vote

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  9. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  10. QR code directing to payment within a document

    1 vote

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  11. 2 votes

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  12. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  13. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  14. Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →
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  15. Pricing table columns to reflect pricing with/without discount

    3 votes

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  16. 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

    33 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  17. Will allow the user to import Product bundle from the CRM

    5 votes

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  18. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  20. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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