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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4110 results found

  1. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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  2. Ability to integrate with PaySimple as payment gateway

    1 vote

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  3. Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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  4. Ability to set up a deadline for payment or payment reminder.

    2 votes

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  5. Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    2 votes

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    • Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
    2 votes

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  6. small individual cells for numbers - table block

    2 votes

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  7. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  8. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  9. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  10. Integration with Gravity Forms

    2 votes

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  11. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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  12. Make it easier to find any fields, especially errant fields.

    1 vote

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  13. Ability to merge document in bundles.

    1 vote

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  14. option to modify or delete commission number in Notary Stamp

    1 vote

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  15. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  16. 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.

    3 votes

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  17. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  18. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  19. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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