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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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7366 results found

  1. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  3. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  4. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  5. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    123 votes

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    5 comments  ·  Forms  ·  Admin →
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    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Ability to have payment trail ( history ) in version history.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 4 votes

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    0 comments  ·  API  ·  Admin →
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  8. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  9. Option to choose a document folder when create a document via Integromat

    1 vote

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  10. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  11. 51 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. 118 votes

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  13. Customer would like to be able to change the approval workflow after sending without editing the document first.

    24 votes

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    3 comments  ·  Approvals  ·  Admin →
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  14. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  15. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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  16. 216 votes

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  17. tokens/variables for total discount

    2 votes

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  18. 25 votes

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  19. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  20. 1 vote

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