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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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6985 results found

  1. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    18 votes

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  2. 4 votes

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    0 comments  ·  API  ·  Admin →
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  3. Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  5. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  6. Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. Option to automatically assign recipient to the role during document creation from Monday.com

    4 votes

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  8. Ability to use the 'collect files' field with Smart forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. When adding a pricing table, the pricing table setting should follow what is set on the design tab of the document

    1 vote

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  10. Was unsure of what category to choose for this request. The suggestion is to add a "time signed" field identical to the "date signed" field which auto-fills with the date, but with the time a document was signed instead. This could be implemented as it's own field, or could be added under the properties of the "Date Signed" auto-fill field in the formatting options. I know the time a document is signed is included with the signature certificate, but this feature is required as I submit documentation to a federal agency which requires both the date and time of a…

    1 vote

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  11. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Have a way to limit the clients response to the form sent to them

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  14. Option to create signing order groups in Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 2 votes

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  16. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  17. native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.

    2 votes

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  18. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Hide or reveal content to condense document length.

    1 vote

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  20. Have the ability to set a Font for the Pricing Table so that when a new row is added, it will follow the set Font.

    At the moment, you can do it for the Header but when you add a new row, it still uses a different Font and you still have to change it.

    1 vote

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