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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. 6 votes

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  2. 2 votes

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  3. 2 votes

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  4. The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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  5. 2 votes

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  6. Integration with SAP (S4HANA)

    2 votes

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  7. HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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  8. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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  9. When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. 3 votes

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  11. Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:

    1. You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
    2. You also have a CLI, that also has some date fields that you want to link to the fields in the original document.

    3. Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…

    2 votes

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  12. 2 votes

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  13. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    3 votes

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  14. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    2 votes

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  15. Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Customer would like the rooms to have an additional notification to their client when they are already past due with the task.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. Support images in variables. Option to have variables for images

    2 votes

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  18. A possibility to restrict access permissions so that a user can only create and manage rooms.

    2 votes

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  19. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    2 votes

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