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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6547 results found

  1. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    3 votes

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  2. Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.

    1 vote

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  3. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    3 votes

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  4. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    34 votes

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    3 comments  ·  API  ·  Admin →
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  5. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  6. ACH payments via Stripe for non-US accounts/non USD accounts

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. A block which allows to draw in it; a function to draw images in the templates/documents.

    2 votes

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  11. Ability to overlay image into a video block

    1 vote

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  12. Save eForm to content library

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. 1 vote

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  14. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  15. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  16. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  17. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  18. Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    7 votes

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  19. 1 vote

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  20. 1 vote

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