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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 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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  2. Ability to restore templates

    7 votes

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  3. 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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  4. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  5. 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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  6. 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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  7. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  8. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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

    9 votes

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  10. 9 votes

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  11. Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Ability to add content library items on top of uploaded pages

    3 votes

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  13. Ability to include postal address

    6 votes

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  14. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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  15. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  16. 2 votes

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  17. Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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  18. Smart content will only put the items on the document will not include the page

    5 votes

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  19. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.

    2 votes

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