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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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7640 results found

  1. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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  2. send a document to signature via Salesforce automatically

    10 votes

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  3. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  4. Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  5. enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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  6. Add SecurePay as payment option

    1 vote

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  7. 2 votes

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    1 comment  ·  API  ·  Admin →
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  8. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  9. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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  10. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  11. Ability to download the documents to a local storage automatically on the daily basis.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  13. 1 vote

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  14. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  15. Automatically send the document once it is approved.

    101 votes

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    16 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  16. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  17. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    2 votes

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  18. 2 votes

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

    2 votes

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  20. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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    1 comment  ·  Other  ·  Admin →
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