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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. Electronic Vaulting

    Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. MS Dynamics two-way sync (2-way sync)

    Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  3. Automate.io

    Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Justify Text

    Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Forms Presets/Templates

    Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. Place Text Over Images in PandaDoc

    Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Automatically place signature/initial or any field on every page by dropping it once

    Automatically place signature field on every page by dropping it once

    68 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  8. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Free Agent integration

    Be able to link with Free Agent

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Same day reminder

    How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Localization issues ( Europe )

    language issues (date, position of the € sign).

    5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  14. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    30 votes

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    Idea  ·  10 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Disable the very first notification for a From

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  17. Populate Document Expiration Date Variable before sending

    Be able to see the document expiration date variable filled in document before sending

    10 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. have 2 price columns in one pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. make field multiple each other

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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