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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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536 results found

  1. Download a csv of all Form responses at once

    4 votes

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    0 comments  ·  Forms  ·  Admin →
  2. Option to search for product catalog items by category

    1 vote

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/9714691-product-catalog#h_01GFNPZ5NHW6MPF677G4SN1QX7

  3. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  4. 1 vote

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  5. Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
  6. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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  7. 265 votes

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    Hi there,

    Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

    2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

    We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here

  8. Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

    1 vote

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  9. 1 vote

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  10. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    227 votes

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  11. Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →
  12. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  13. 21 votes

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    1 comment  ·  API  ·  Admin →
  14. invite new users to the account in bulk

    1 vote

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  15. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  16. Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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  17. Conditional approvals could benefit from the addition of the AND statement.

    34 votes

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    5 comments  ·  Approvals  ·  Admin →
  18. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

  19. 3 votes

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  20. Pull custom fields into the Quote builder

    2 votes

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