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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7582 results found

  1. Ability to have a notary notification settings

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  3. Enhance PandaDoc rendering in mobile browsers instead of zooming documents it should apply normal view which is visible to each users not showing a small rendering.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    3 votes

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  5. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  6. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  7. Customer would like to have a blockchain integration

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. export the template details into a spreadsheet

    4 votes

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  9. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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  10. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  11. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  12. Option to create document attachments via Make.com

    1 vote

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  13. Option to migrate account data from US to EU servers

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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  15. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  16. Allow users to be able to embed a mobile-first e-signature experience into their own app

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Integrate with Lexoffice

    1 vote

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  19. When switching from Portrait to Landscape, have blocks reformat and scale appropriately.

    1 vote

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  20. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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