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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. 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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  2. 2 votes

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    0 comments  ·  API  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    7 votes

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  8. 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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  9. 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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  10. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    4 votes

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  12. adding tags to multiple documents

    14 votes

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  13. 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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  14. 10 votes

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  15. 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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  16. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  17. 2 votes

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

    4 votes

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  19. 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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  20. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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