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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7298 results found

  1. Support background image when importing/exporting docx files.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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  3. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  4. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  5. Ability to use the 'collect files' field with Smart forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Create Smart forms by uploading a file

    1 vote

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  7. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  8. Option to create signing order groups in Forms

    2 votes

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  9. Option for recipient to approve or decline the document from the email they receive

    10 votes

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  10. 2 votes

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  11. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  12. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  13. The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.

    3 votes

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  14. 3 votes

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  15. We would like to be able to use Bulk Send with the Send via SMS feature.

    20 votes

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  16. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  17. Option to share tags across workspaces

    1 vote

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  18. It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.

    1 vote

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  19. A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.

    1 vote

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  20. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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