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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6454 results found

  1. option to have templates in A3

    2 votes

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  2. make signature darker

    2 votes

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  3. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    3 votes

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  5. Would like to see a supported PD integration with Planning Center.

    1 vote

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  6. 1 vote

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  7. 2 votes

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  8. Ability to Manually Encrypt portions or all

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Have a button to remove all recipients from a doc, instead of removing one by one.

    2 votes

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  10. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    1 vote

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  11. The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Client entered option into Radio button but it goes off of the page. Can we please allow for a line break in Radio Buttons (pressing Enter) to ensure the options do not go off of the page?

    4 votes

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  13. Option to update the document currency after it was sent (viewed, completed)

    3 votes

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  14. 8 votes

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    0 comments  ·  API  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. 1 vote

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  18. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  19. I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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  20. Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.

    3 votes

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