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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6613 results found

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

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. We would like to be able to set a date for the second installment to be due since for our event planning customers, the interval is different for every single one. It's not a standard so we would have to literally count the days to bill them the second payment just before their event starts.

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  3. Ability to Integrate Rooms with Salesforce

    3 votes

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  4. Customer would like to create a custom field under contacts

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  5. Option to have payment gateways for EU servers

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Bulk send already created draft documents

    5 votes

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  7. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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  8. Being able to use Quote Builder with Transfer Data functionality.

    6 votes

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  9. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    7 votes

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  10. 3 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!

  11. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 votes

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  12. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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  13. Ability to add text blocks to any place on the "content" type page.

    5 votes

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  14. Similar to that of [document.sentdate] and [document.createddate] i am proposing the creation of a system variable that uses the document title so that it can be added into templates so that once you create a document so that you do not have to manually have to type the document title every time and risk having mistakes

    4 votes

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  15. Allow approvers to make edits or suggest edits at the approval stage

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  16. Have the ability to add in SMS verification to bulk send

    3 votes

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  17. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  18. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    9 votes

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  20. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    23 votes

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