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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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5115 results found

  1. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    2 votes

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  2. When a recipient clicks on an expired Document's signature link, there is a message displayed that the Document has expired and to contact the owner's name using the owner's email address ("for more information").

    It may not be desirable to show the owners name for all use cases. Expand the properties of a Document so that there is some flexibility in how the Expiration message is displayed....

    (*) Owner (default)
    ( ) Sender
    ( ) Custom

    Custom Name: ___________________________________________

    Custom eMail Address: ___________________________________

    1 vote

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  3. Ability for Table block in PD to have the same features as Microsoft Excel

    1 vote

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  4. Ability to add more contact information/create custom fields to populate information on the contact page.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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  6. 1 vote

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  7. Collect Bank Details on file in Stripe when signing an initial contract to charge recipient later from Stripe Admin panel when the service is finished.

    1 vote

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  8. you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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  9. 1 vote

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  10. Integration with GuestRevu

    1 vote

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  11. Option to keep document linked in case Deal ID changes

    1 vote

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  12. 2 votes

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  13. download old versions of templates/documents without switching the document/template to its older version via version history

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. replace the PDF source file with API call.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Ability for signers to pay without having to finish document

    2 votes

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  16. 4 votes

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    2 comments  ·  Workflow  ·  Admin →
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  17. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  18. 2 votes

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  19. "I want to highlight everything and have PandaDoc make it look better"

    2 votes

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  20. transfer content blocks to another document after document has been completed/signed

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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