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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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438 results found

  1. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  2. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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  3. 265 votes

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    Hi there,

    Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

    2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

    We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here

  4. 1 vote

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  5. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    227 votes

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  6. Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →
  7. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  8. 1 vote

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  9. Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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  10. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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  11. 3 votes

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  12. Pull custom fields into the Quote builder

    2 votes

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  13. 1 vote

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  14. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  15. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  16. API support for document bundles

    42 votes

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  17. Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  18. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  19. 2 votes

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  20. The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

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