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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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7484 results found

  1. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  2. Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).

    1 vote

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  3. The ability to make contact creation fields required such as Company.

    1 vote

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  4. Requesting an integration with NMI as a payment gateway.

    7 votes

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  5. Support background image when importing/exporting docx files.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    3 votes

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  7. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  8. Automations based on Forms

    21 votes

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    3 comments  ·  Forms  ·  Admin →
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  9. Create Smart forms by uploading a file

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  10. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  11. Option to create signing order groups in Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Option for recipient to approve or decline the document from the email they receive

    10 votes

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  13. 2 votes

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  14. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  15. The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.

    3 votes

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  16. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  18. Option to share tags across workspaces

    1 vote

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  19. Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    2 votes

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    1 comment  ·  API  ·  Admin →
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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!

  20. Add account ownership changes to the audit log.

    4 votes

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