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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7252 results found

  1. 10 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. Jonas Encore CRM integration

    2 votes

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  3. Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

    1 vote

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  4. default payment app across all documents, templates and forms

    2 votes

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  5. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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  6. option to remove the address for filling up for payment in payment methods

    1 vote

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  7. possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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  8. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  10. The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?

    This is from the Indiana Notary Guide:

    For each remote notarial act, you must enter the following information in your electronic journal:
    • The date and time of the remote notarization
    • The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
    • The title or description of the electronic record (document) notarized
    • The full name of the principal
    • A description of how…

    2 votes

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  11. Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

    3 votes

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  12. 1 vote

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  13. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  15. An option to hide text Boxes in some proposals that has the same content but needs to hide some details

    2 votes

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  16. The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.

    3 votes

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  17. Ability to track devices used when a document is signed.

    1 vote

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  18. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  20. Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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