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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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  3. ability to provide tally for Forms if used as a Survey

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. We need to use exclusively PAdES or CAdES signature formats

    2 votes

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  5. Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. It would be really useful to require one field or another to be completed, but not both.

    An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.

    2 votes

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  8. ability to see comment history to see what was discussed with clients from the beggining

    2 votes

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  9. Is there a way to see who moved documents or folders to another folder and when they moved them?

    2 votes

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  10. 2 votes

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    0 comments  ·  API  ·  Admin →
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  11. ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input

    2 votes

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  12. 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

    Thank you!

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 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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  20. 10 votes

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