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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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7426 results found

  1. 2 votes

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  2. Vue.js Framework integration

    2 votes

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  3. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  4. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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  5. The ability for a user to track up to their 10 last logins on their end

    1 vote

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  6. Ability to set up different profile names in different workspaces.

    1 vote

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  7. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  8. 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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  9. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    2 votes

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  10. 1 vote

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

    4 votes

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  12. 9 votes

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

    5 votes

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  14. Ability to add content library items on top of uploaded pages

    3 votes

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  15. Ability to include postal address

    6 votes

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  16. 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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  17. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    3 votes

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  18. 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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  19. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    17 votes

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  20. 2 votes

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