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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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7269 results found

  1. Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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  2. 2 votes

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  3. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  6. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    4 votes

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  7. 1 vote

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  8. Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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  9. Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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  10. Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    91 votes

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  11. Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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  12. Option to document archive and vault using AWS S3 bucket

    1 vote

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  13. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    9 votes

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  14. 3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  15. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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  16. 4 votes

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  17. Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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  18. 195 votes

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    23 comments  ·  Other  ·  Admin →
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  19. A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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  20. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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