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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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7325 results found

  1. Percentage of the completed and declined documents in the Home page

    2 votes

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  2. A document status or indicator on the document when part of the installment has been paid.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    4 votes

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  4. Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?

    2 votes

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  5. Transfer Data from Smart Form to Zapier Triggers

    2 votes

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  6. Suggest edits on uploaded documents

    3 votes

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  7. Reporting: show the signature date of each recipient

    3 votes

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  8. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Open your task on Monday.com and click on the item you’d like to create a document from.
    2. Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down. 

    As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.

  9. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  10. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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  11. Unhide the cost column by default

    3 votes

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  12. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  13. Custom Role - restrict usage of reminders

    3 votes

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  14. Make decline document button more obvious in the UI

    3 votes

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  15. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Varo payment provider

    2 votes

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  17. Card details field for NMI

    2 votes

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  18. Bulk send already created draft documents

    6 votes

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  19. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Now it has no name while other columns do have a name and it can be edited

    2 votes

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