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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    2 votes

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  2. If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.

    2 votes

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  3. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  4. 5 votes

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  5. 5 votes

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  6. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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  7. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. Customer would like the fields to auto place in the table and will perfectly fit

    1 vote

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  9. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    2 votes

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  10. 2 votes

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  11. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  13. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  14. 4 votes

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  15. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  17. 1 vote

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  18. to put a check box on a form, that when the check box is selected, it will require a signature.

    1 vote

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  19. Option to make address required when the client puts the credit card info into Card details field

    1 vote

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  20. increase current limit of 32 characters

    1 vote

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