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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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7203 results found

  1. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Option for recipients to select items from the entire catalog

    2 votes

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  3. 2 votes

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  4. Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value

    2 votes

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  5. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  7. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  8. add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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  9. Ability to hide the purchase and margin option for certain users.

    1 vote

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  10. Calculate the subtotal based on the discount of one item instead of based on the full quantity.
    If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY

    2 votes

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  11. PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.

    It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.

    15 votes

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  12. Ability to fax PandaDoc

    49 votes

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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!

  13. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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  14. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  15. When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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  16. 1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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  18. 2 votes

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  19. View which documents had ownership transferred - view who the new owner is

    3 votes

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

    4 votes

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