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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Expand the current Character limit of 1000 characters that can be transferred to a field from a Salesforce Opportunity. At the moment, only 1000 characters can be transferred which limits certain cases to be able to create documents from the Opportunities that exceed this limit.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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  4. Be able to add SMS verification to bundled documents.

    3 votes

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  5. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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  6. download signature only from the document

    7 votes

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  7. 10 votes

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  8. automatically change document status to Completed

    8 votes

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    3 comments  ·  Automations  ·  Admin →
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  9. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    1 vote

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  10. Option to add stroke to the text. For example, if to put black text on a black background, it would be invisible.

    1 vote

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  11. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  12. e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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  13. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    4 votes

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  14. 7 votes

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  15. edit sent documents via mobile app

    15 votes

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    2 comments  ·  Mobile  ·  Admin →
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  16. Add attachments to a document under specific circumstances

    8 votes

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  17. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    35 votes

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    2 comments  ·  Other  ·  Admin →
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  18. Should be possible to use ticket object to create docs from Hubspot

    18 votes

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  19. If a Form has a pricing table with optional items and a payment integration, a recipient does not get the option to select an optional item before being asked to pay.

    1 vote

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  20. 1 vote

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