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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Option to use custom fields in merge rules

    1 vote

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  2. 1 vote

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  3. Will allow the user to integrate PD to Invoice ASAP

    1 vote

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  4. Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.

    1 vote

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  5. 2 votes

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  6. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    2 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!

  7. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    2 votes

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  9. upload signature to content library so they won't have to upload form local files

    2 votes

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  10. 1 vote

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  11. 4 votes

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  12. Qwilr integration

    3 votes

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  13. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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  15. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    9 votes

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  17. History viewer for content library items on which templates/documents they were used.

    3 votes

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  18. Ability to search documents via the signature certificate ref. number.

    3 votes

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  19. Disable option to create a new account under specific domain

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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    0 comments  ·  API  ·  Admin →
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