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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6462 results found

  1. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    2 votes

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  2. When sending a document to multiple signers to have a message for just one signer.

    1 vote

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  3. Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    3 votes

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  4. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    4 votes

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    0 comments  ·  API  ·  Admin →
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  5. 2 votes

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  6. Option to search for product catalog items by category

    1 vote

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  7. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    3 votes

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  8. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  9. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  11. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  12. 2 votes

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  13. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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  14. Client would like recipients to sign document prior to viewing document as a form of receipt of received document.

    A legal way of gaining their acknowledgment of receipt

    2 votes

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  15. When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.

    1 vote

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  16. When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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  17. 1 vote

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  18. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    11 votes

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  19. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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