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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6452 results found

  1. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  2. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  4. Reset signature field even if it was set before document is sent.

    1 vote

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  5. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  6. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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  7. ability to use *** as a placeholder.

    1 vote

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  8. Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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  11. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    6 votes

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  12. I would like to have variables for the subtotals of each section of a pricing table.

    6 votes

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  13. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    7 votes

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  14. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  15. 1 vote

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  16. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  17. If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)

    6 votes

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  18. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. 1 vote

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  20. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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