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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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7425 results found

  1. 5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  2. Be able to see the document expiration date variable filled in document before sending

    10 votes

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  3. 2 votes

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  4. 2 votes

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

    2 votes

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  6. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    194 votes

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    Not Planned  ·  Molly Abrams 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!

  7. Have an option to change timezone of the application to AEST.

    93 votes

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  8. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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  9. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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  10. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  12. Notification once a user turns off the Email Attachment.

    1 vote

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  13. ability to print forms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. Integration with CardX as a payment gateway

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    12 votes

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  16. Automatically place signature field on every page by dropping it once

    66 votes

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    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!

  17. 1 vote

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  18. 1 vote

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  19. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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