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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7282 results found

  1. Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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  2. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    35 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!

  3. 2 votes

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  4. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  5. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  6. 1 vote

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  7. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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  8. 3 votes

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  9. Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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  10. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  11. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    6 votes

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  13. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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  14. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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  15. For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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  16. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to use the API To approve or deny contracts.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  19. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  20. Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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