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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7332 results found

  1. Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)

    2 votes

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  2. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    3 votes

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  3. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. pay later option in PayPal

    2 votes

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  5. The ability to link fields from different documents together.

    2 votes

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  6. Integrate payments using the HubSpot payment cart

    3 votes

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  7. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    4 votes

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  8. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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  9. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    27 votes

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  10. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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  11. hide decimals points in the quote builder

    9 votes

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  12. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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  13. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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  15. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to view the IP address for Viewers

    2 votes

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  18. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    6 votes

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  19. Ability to duplicate multiple fields at once

    10 votes

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  20. Integrate with Dataforma's AP

    1 vote

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