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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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350 results found

  1. Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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  2. 1 vote

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  3. 1 vote

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  4. Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.

    1 vote

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  5. Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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  6. 379 votes

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    39 comments  ·  Other  ·  Admin →
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    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

  7. 1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Workflow  ·  Admin →
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    Hi there,


    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 


    Have a wonderful day!


    Sincerely,

    Valeryia Baranava

    Product Team

  8. 4 votes

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  9. Can update some field using api

    8 votes

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  10. List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:

    Video guide.

    Help Center.


    Have a wonderful day! 

    _____________________________________

    Hi! Vielen Dank für Ihre Funktionsanfrage an PandaDoc! Wir wissen es zu schätzen!


    Wir freuen uns, Ihnen mitteilen zu können, dass es eine Möglichkeit gibt, eine Standardfarbe für die Beschreibung von Einzelposten in der Preistabelle festzulegen. Weitere Informationen finden Sie unter diesen Links:

    Videoanleitung.

    Hilfezentrum.


    Haben Sie einen wunderbaren Tag!

  12. Availability to edit a document after it was sent out and save the changes.

    107 votes

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    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  13. Change doc sender via API

    1 vote

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  14. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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  15. 1 vote

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  16. 2 votes

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  17. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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  18. filter that would allow excluding trash documents from the reporting

    1 vote

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  19. To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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  20. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    519 votes

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