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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6980 results found

  1. Ability to see the certification without the need of Acrobat

    2 votes

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  2. Calculate total discount based on other discounts.

    2 votes

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  3. Integrate with Echelon Payments

    2 votes

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  4. Reporting: option to include recipients' phone numbers.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Option to merge the data of one quote builder to another

    2 votes

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  6. Option to change the status of the expired document in bulk

    2 votes

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  7. Form Routing to Different Emails (using dropdown)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. when you fill out a template with an automation, variables produces a website link

    2 votes

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  9. Ability to create bulk send to be sent for later

    2 votes

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  10. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).

    1 vote

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  12. The ability to make contact creation fields required such as Company.

    1 vote

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  13. It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote

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  14. Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.

    3 votes

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  15. ISO 27001 Certification

    2 votes

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  16. 2 votes

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

    1 vote

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  18. add a recipient to the folder to sign the documents

    2 votes

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  19. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  20. Create Smart forms by uploading a file

    1 vote

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