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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7582 results found

  1. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    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. optional item - automatically populate the price and hide when not chosen

    3 votes

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  3. Customer would like the pricing information for adding a seat to be in the website.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Customer would like to have an additional information captured in the signature certificate like MAC Address other than the IP address and email address

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  6. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    5 votes

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  7. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    4 votes

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  9. 1 vote

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  10. Automatically change names of a selection of documents.

    1 vote

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  11. not to be abled to fill the field if the data does not match with other field

    https://pandadoc.zendesk.com/agent/tickets/583678

    1 vote

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  12. 1 vote

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  13. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    9 votes

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  14. Pay with Stripe without being redirected to a Stripe hosted payment page.

    2 votes

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  15. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  16. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    66 votes

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  17. Disable Home and keep only Team dashboard

    1 vote

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  18. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  19. Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  20. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    6 votes

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