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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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  1. 3 votes

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  2. description of the pricing table item transferred to Xero invoice

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Dynamically pull images/field data from LogicGate program

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  5. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  6. Tokens cross-object population for Salesforce.

    31 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  10. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  11. 1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  14. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  15. 7 votes

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  16. 31 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. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  18. 1 vote

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  19. 4 votes

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  20. Decline document thru mobile app. They want to have it so that if recipients have the mobile app or free users do they still see the documents they've received.

    4 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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