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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6463 results found

  1. Ability to capture recipient name together with signature field.

    1 vote

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  2. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    16 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    3 votes

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  4. Integration with My Robin Payroll

    3 votes

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  5. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    3 votes

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  6. to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  7. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  8. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  9. Ability to have radio buttons next to each other, instead of in a vertical column.

    2 votes

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  10. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. 3 votes

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  12. From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
    Why is it only the client can decline?

    3 votes

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  13. Option to get one centralized API key for all workspaces

    8 votes

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    1 comment  ·  API  ·  Admin →
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  14. For recipient - Ability to view all documents in one place.

    1 vote

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  15. 1 vote

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  19. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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