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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6607 results found

  1. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    11 votes

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  3. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    20 votes

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    3 comments  ·  Payments  ·  Admin →
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  4. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  5. The ability to lock fillable fields into place, i.e checkboxes

    10 votes

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  6. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  7. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  8. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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    • Will allow the sender to add custom variable on the Pricing table
    11 votes

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  9. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Folders appear on the Home page

    3 votes

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  11. enable and manage approval workflow on document level instead of having to set this on the template level.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. 31 votes

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  13. If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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  14. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. 3 votes

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  16. Push variable information into HubSpot (push information manually added to a variable in PandaDoc back into HubSpot)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. 3 votes

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  18. Have the ability to resize the Header and Footer

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    67 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!

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