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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7520 results found

  1. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  2. if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Need the option to move individual buttons in the radio button field to align them with other content in the document, like a table. When you want to locate one button per cell, it becomes difficult to align it inside the cell - center, right, or left. You have to move the entire field and make sure other buttons are located properly.

    2 votes

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  4. 2 votes

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  5. 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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  6. 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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  7. Be able to add SMS verification to bundled documents.

    3 votes

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

    4 votes

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  9. download signature only from the document

    7 votes

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  10. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    2 votes

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  11. 10 votes

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  12. automatically change document status to Completed

    8 votes

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    3 comments  ·  Automations  ·  Admin →
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  13. 67 votes

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    6 comments  ·  Forms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. 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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  15. 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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  16. 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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  17. 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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  18. 7 votes

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  19. Add attachments to a document under specific circumstances

    8 votes

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  20. Allow for multiple workspaces to be open at once (on different tabs)

    4 votes

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