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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6895 results found

  1. Ability to download eForm as PDF to share to other users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Save eForm to content library

    1 vote

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  3. 2 votes

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  4. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  5. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    14 votes

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  6. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  7. Process refund for subscription that has minimal usage.

    2 votes

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  8. Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!

    3 votes

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  9. 2 votes

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  10. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  11. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    5 votes

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  12. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  13. 2 votes

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  14. 3 votes

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  15. 2 votes

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  16. 3 votes

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  17. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    8 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  19. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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