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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7043 results found

  1. Have all the Installment details be visible to recipients

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Option to Disable Payment Reminders for Individual Documents.

    2 votes

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  3. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  4. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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  5. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  6. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  7. We wish to update/change the name of a given template via API

    1 vote

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  8. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  9. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  10. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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  11. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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  12. 2C2P Payment Gateway

    1 vote

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  13. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    2 votes

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  14. A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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  15. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  16. restrict send documents on someone's behalf

    2 votes

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  17. ability to copy and paste table, table content to a different document or table

    2 votes

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  18. Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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  19. Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    2 votes

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  20. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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