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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7248 results found

  1. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    4 votes

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  2. Ability to run a report that shows which templates/folders have been shared and to which workspaces.

    1 vote

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  3. 3 votes

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  4. Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  8. Set expiration date when uploading the document

    18 votes

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  9. 2 votes

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  10. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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  12. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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  14. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    14 votes

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    6 comments  ·  Approvals  ·  Admin →
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  15. to be able to upload an image or photo in the collect files fields using API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  16. I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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  17. Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. ECS payment gateway option

    2 votes

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  19. Chime Payment Integration

    4 votes

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  20. We would like to be able to create Rooms on the EU server.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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