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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

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

    3 votes

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  3. 2 votes

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

    4 votes

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

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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

    3 votes

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  8. 4 votes

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  9. Ability to upload .txt file

    1 vote

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  10. 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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  11. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  12. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  14. Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.

    1 vote

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  15. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  16. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    6 votes

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  19. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote

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    0 comments  ·  API  ·  Admin →
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