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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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7599 results found

  1. The recipient must enter a passcode in order to download their documents

    2 votes

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  2. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  3. Option to customize / white-label Room URLs.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  4. Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.

    2 votes

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  5. SSA requirement is that the Blocks must be components of the signature BLOCK the signing certificate meets their record keeping requirements but not the requirements they have placed on the signature block

    2 votes

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  6. Ability to empty trash folder by bulk

    2 votes

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  7. Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.

    2 votes

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  8. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  9. The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.

    1 vote

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  10. Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.

    This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.

    Currently, the session_view.document.loaded event does not include any document loading information.
    By adding recipient status details, I can:

    Provide immediate feedback to users about their progress.
    Dynamically adjust the user interface based on recipient completion status.
    Improve the overall user experience…

    1 vote

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  12. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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  13. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    6 votes

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  14. Smart content: ability to add into the footer

    12 votes

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  15. Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.

    4 votes

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  16. Remove content library suggestion when adding a blank page to a template

    2 votes

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  17. 7 votes

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  18. Bi-weekly billing period option for recurring products

    6 votes

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  19. the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters

    2 votes

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  20. Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.

    2 votes

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