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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 1 vote

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  2. Custom role can be used for the SSO

    1 vote

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  3. Ability to assign a whole content blocks (table) to document recipients for them to fill in

    1 vote

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  4. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  5. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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  6. The ability to use forms in kiosk like survey monkey do

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  8. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    12 votes

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  9. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    13 votes

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  10. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    32 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!

  11. 4 votes

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  12. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  13. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  15. remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  16. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  17. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    1 vote

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  19. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    1 vote

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  20. 1 vote

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