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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7250 results found

  1. Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature

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    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.

    1 vote

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  3. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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  4. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  5. Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.

    1 vote

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  6. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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  7. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  9. 10 votes

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  10. is there any way to move the option of United States to the top of the dropdown country selection when people are paying?

    1 vote

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  11. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  12. 2 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to update a signer without clearing all the fields.

    4 votes

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  14. Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote

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  15. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  16. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  17. 4 votes

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  18. more options to resize Present Mode

    5 votes

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  19. Ability to upload .txt file

    1 vote

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  20. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    3 votes

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