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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  2. 3 votes

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  3. When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    3 votes

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  4. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    4 votes

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    0 comments  ·  API  ·  Admin →
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  5. 1 vote

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  6. Catalog item names restricted to 120 characters

    3 votes

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  7. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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  8. Automatically align selected fields

    15 votes

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  9. Option to update the document currency after it was sent (viewed, completed)

    3 votes

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  10. The integration still doesn’t show the Amex logo

    11 votes

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  11. 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

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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  13. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    3 votes

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  14. Option to remove Account owner/Admin from the workspace

    19 votes

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  15. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  16. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    6 votes

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  19. Even though field was not required signers should not be able to complete the document.

    1 vote

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  20. Disable Request review notification

    1 vote

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