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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2931 results found

  1. 2 votes

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  2. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. 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.

    16 votes

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  4. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    5 votes

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    • Will allow the sender to disable notification once the document got completed
    20 votes

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  5. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 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!

  6. 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…

    5 votes

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  7. 6 votes

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  8. 55 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!

  9. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 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

    5 votes

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  11. Ability to connect Authorize.net sandbox environment.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    28 votes

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

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  15. 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!

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

    4 votes

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  17. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. 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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  19. Table of Contents for all documents that are bundled as one document.

    3 votes

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