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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    49 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!

  2. 2 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!

  3. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    50 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!

  4. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    30 votes

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  5. 9 votes

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  6. Hide some pages from one of the signers

    53 votes

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  7. Have the ability to highlight text

    9 votes

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  8. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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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!

  9. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    9 votes

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  10. Preview a template when you are in the "Templates" tab

    20 votes

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  11. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  12. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    0 comments  ·  API  ·  Admin →
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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!

  13. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    260 votes

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  14. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    23 votes

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  15. Option to download private message /chat on a document.

    18 votes

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  16. 7 votes

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  17. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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  18. Add tags to many templates in one click

    6 votes

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  19. 12 votes

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  20. Payment gateway for Converge Pay processed by Elavon.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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