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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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6612 results found

  1. Set expiration date when uploading the document

    18 votes

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  2. Automations based on Forms

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Ability to secure forms with passwords/ sms verfications/ email verifications

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 8 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  6. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  7. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    5 votes

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  8. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    8 votes

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  9. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    10 votes

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    6 comments  ·  Approvals  ·  Admin →
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  10. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  11. Quote builder to be available in Make.com, Zapier, Workato

    22 votes

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    3 comments  ·  Automations  ·  Admin →
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  12. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  14. Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    11 votes

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  15. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    20 votes

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    3 comments  ·  Payments  ·  Admin →
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  16. The ability to lock fillable fields into place, i.e checkboxes

    10 votes

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  17. Option to setup 2FA for all users at once

    9 votes

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  18. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  19. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  20. PandaDoc desktop app

    7 votes

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