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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6903 results found

  1. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  2. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  3. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  4. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  5. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  6. Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.

    4 votes

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  7. Duplicate categories in the catalog

    4 votes

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  8. option to assign users to view a specific template only

    6 votes

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  9. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  10. Ability to connect Chargify to PandaDoc as a payment integration.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Documents from Adobe Edge can be imported to PandaDoc.

    1 vote

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  12. 3 votes

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  13. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes

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  14. Option to redact part of the text in the document

    5 votes

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  15. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. Ability to received a combined PDF for all FORM responses

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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  18. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Ability to remove the document from "For approval" section if the status is approved.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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