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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7522 results found

  1. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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  2. 3 votes

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  3. 52 votes

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    10 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.

  4. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  6. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  8. Integration with Dynafile

    2 votes

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  9. saved message language, how can I change that to Dutch?

    2 votes

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  10. 4 votes

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  11. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  12. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  13. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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  14. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  15. remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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  16. Option to add a percentage fee only for one separate section

    1 vote

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  17. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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  18. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Ability to create multiple heading styles in a template

    9 votes

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  20. 1 vote

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