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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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7144 results found

  1. Integration with Zoho Inventory

    3 votes

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  2. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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  3. Wire Transfer and pass the 4% charges to the Customer

    2 votes

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  4. 4 votes

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  5. ability to access uploaded file by the signer in a completed document

    9 votes

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  6. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  7. Customer would like to see table of contents wrapping the text so that table of content shows full text.

    2 votes

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  8. currently you can only pass one related list for pricing tables at a time

    2 votes

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  9. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  10. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  11. 1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Option to Set up trigger for opportunity amount in SF

    1 vote

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  13. Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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  16. 1 vote

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  17. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  18. It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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  19. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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