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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7587 results found

  1. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  2. Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  4. Support GIFs Display in Public View for Mobile App/Mobile Web.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  5. If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Currently, endpoint
    https://api.pandadoc.com/public/v1/contacts/{}contact_id{}/ does not allow updating of saved contacts' email addresses, it would be better if all contact info can be updated via the request.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Add the Collect Files field to your form, then publish it.
    2. If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
  8. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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  9. Mobile app - user filter in Dashboard

    4 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    16 votes

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  11. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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  13. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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  14. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    3 votes

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  15. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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    1 comment  ·  API  ·  Admin →
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  16. Option to add a check to the payment options

    1 vote

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  17. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  18. The Nutshell integration to be made available for accounts in the EU server.

    2 votes

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  19. Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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  20. We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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