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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6497 results found

  1. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  2. a native bitly integration

    1 vote

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  3. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  4. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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  5. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  6. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. 1 vote

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  8. Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.

    1 vote

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  9. 1 vote

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  10. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. 1 vote

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  14. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. 1 vote

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  16. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  17. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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  19. 10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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