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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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6797 results found

  1. customize SMS verification

    5 votes

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  2. Vue.js Framework integration

    2 votes

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  3. We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  5. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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  6. The ability for a user to track up to their 10 last logins on their end

    1 vote

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  7. Ability to set up different profile names in different workspaces.

    1 vote

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  8. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  9. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    4 votes

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  10. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    3 votes

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  11. Feature Request: Enforce Birth Year Rules for Date Fields

    Title: Enforce Birth Year Rules for Date Fields

    Description:
    Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.

    Benefits:

    Reduces data entry errors
    Saves time on manual corrections
    Enhances user experience with better form validation
    

    Current Workarounds and Limitations:

    Setting the date field to "Past Dates" helps but doesn't fully prevent errors.
    Using a text
    1 vote

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  12. I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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  13. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  14. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes

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  15. Ability for Variables in Document Title will be supported in automations

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  17. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    5 votes

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  18. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  19. Will allow the sender to disable notification send to CCed recipients

    9 votes

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  20. 9 votes

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