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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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5913 results found

  1. The ability to create a custom Report using Fillable Field and/or Variable information.

    3 votes

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  2. Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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  3. Add a new event type for PandaDoc Webhook that triggers whenever a Tag is added (or removed)

    3 votes

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  4. Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.

    5 votes

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  5. The option to enable multiple selection for radio buttons

    10 votes

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  6. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  7. 2 votes

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  8. Customer would like uploading of word docx will copy the exact format

    7 votes

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  9. Ability to have a recipient sign, and then the Sender approve the signature before the document is Completed

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  10. I would like to have an automatic calculation of the product price based on the product bundle price

    6 votes

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  11. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    18 votes

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  12. Custom payment dates in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    21 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. Will allow the sender to disable notification send to CCed recipients

    4 votes

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  14. 4 votes

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  15. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    9 votes

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  16. Will allow the user to set/enable recipient verification via API

    2 votes

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  17. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to easily switch or choose two email addresses to send contracts from.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  19. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    41 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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