Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option to hide currency sign in the pricing table column.

    Will allow the user to hide currency sign, on the pricing table.

    19 votes

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  2. 8 votes

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  3. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    13 votes

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    1 comment  ·  Forms  ·  Admin →

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  4. Ability to disable footer contents

    28 votes

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  5. 7 votes

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  6. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  7. integrate with Pabbly Connect

    12 votes

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  8. Set auto-reminder in one go for documents that have already been sent by bulk.

    7 votes

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  9. Customize footer page numbers, font size, font color and margins and padding

    18 votes

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  10. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    6 votes

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  11. 6 votes

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  12. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    123 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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  13. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    8 votes

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  14. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    7 votes

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  15. 21 votes

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  16. ability to bundle more than ten documents together

    10 votes

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  17. Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    4 votes

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  18. 3 votes

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  19. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    5 votes

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  20. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    5 votes

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