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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7365 results found

  1. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  2. a native bitly integration

    1 vote

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  3. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  4. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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  5. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  6. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    7 votes

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  7. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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  8. 1 vote

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  9. 1 vote

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  10. Would like the ability to preview the PDF before sending the document

    13 votes

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  11. 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

    36 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. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 1 vote

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  16. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  18. 6 votes

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  19. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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  20. Confirm with the client before we charge them when switching to paid plan after trial

    2 votes

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