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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7289 results found

  1. hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    9 votes

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  2. The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 votes

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  3. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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  4. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    143 votes

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  5. We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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  6. Ability to sort the product catalog based on most used or most important items

    1 vote

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  7. I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.

    4 votes

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  8. Default page size for all new documents/templates to be set on a workspace level

    5 votes

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  9. Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

    3 votes

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  10. 2 votes

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  11. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 3 votes

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    0 comments  ·  API  ·  Admin →
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  13. use variables from other objects in salesforce by default without needing look up fields

    1 vote

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  14. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  15. 1 vote

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  16. Subsection in the pricing table

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  20. to be able to send the document even with unassigned fields.

    67 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

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