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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7248 results found

  1. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    5 votes

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  2. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes

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  3. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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  4. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    1 vote

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  6. Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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  7. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  8. For the signer/recipient to pick their billing period

    3 votes

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  9. An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Ability to fill in variables on the template level

    3 votes

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  11. 3 votes

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  12. We are interested in inquiring about an API feature that would allow for the acceptance of a list of document IDs, followed by the return of a zip file of all documents in PDF format. This feature is of great importance to us and we would greatly appreciate its implementation at your earliest convenience.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Can two themes be used on one template?

    1 vote

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  14. Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.

    4 votes

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  15. report that shows the phone number of the contacts within that date range

    1 vote

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  16. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  17. 1 vote

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  18. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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  19. 2 votes

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  20. Ability to use "consists" or "startswith" in smart content .

    2 votes

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