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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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4106 results found

  1. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  2. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    4 votes

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  3. possible in a form to use any of the conditional logic to make it transfer the info into another form automatically

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  5. 3 votes

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    0 comments  ·  API  ·  Admin →
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  6. 21 votes

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  7. Qwilr integration

    3 votes

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  8. Fonts for signatures - Added font options for SIgntaure

    29 votes

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  9. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  10. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  11. Have the ability to manage the visibility of contacts from users

    2 votes

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  12. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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  14. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Enlarge uploaded signature after the signature has been attached.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    4 votes

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  17. 4 votes

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  18. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  19. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    3 votes

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