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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. 1 vote

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  3. When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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  4. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    17 votes

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  5. 50 votes

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    8 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  6. when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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  7. 1 vote

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  8. apply logo only on certain pages

    1 vote

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  9. 1 vote

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  10. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    53 votes

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    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  11. 1 vote

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  12. Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  13. Integration with Legal advising software to help with agreements

    1 vote

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  14. Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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  15. Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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  16. Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  17. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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  18. 1 vote

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  19. 2 votes

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  20. 3 votes

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