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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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7353 results found

  1. a bandwidth for pricing based on time

    1 vote

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  2. Option to add smart content based on conditional rule: 'if not null'

    1 vote

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    • Will allow the sender to disable notification once the document got completed
    16 votes

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  3. Conditional rule can be set up on date field

    2 votes

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  4. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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  5. 1 vote

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  6. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. copy paste specific rows or columns of a table block

    2 votes

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  8. ability to adjust page numbering height that is shown in the PDF

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  9. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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  10. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  11. As someone who may not have access to their computer all the time, it would be ideal if I could forward a document for signature from the iOS app.

    I am specifically referring to the signature forwarding feature when I want someone else to sign instead of me.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.

    1 vote

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  13. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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  15. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  17. The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    2 votes

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  18. Ability to have a notary notification settings

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. Ability to adjust resolution version when download documents in as PDF to make the size smaller.

    2 votes

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