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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  2. 1 vote

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  3. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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  4. 2 votes

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    • Will allow the user to generate a payment link
    3 votes

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  5. automatically expanding while recipients type on it

    5 votes

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  6. 1 vote

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  7. Integration with Redmine

    1 vote

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  8. Option to change page properties if the page was uploaded

    13 votes

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  9. Integration with workbooks

    1 vote

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  10. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  11. Ability to track multiple payments on one contract.

    3 votes

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  12. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  13. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. In case the client enters a credit card number that's incorrect, be able to validate it.

    4 votes

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  15. disable email notifications for bulk import

    2 votes

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  16. negative and positive sign for Numbers only - fillable fields validation

    2 votes

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  17. Automatically add variables to a newly created template

    3 votes

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  18. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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