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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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6915 results found

  1. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    6 votes

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  2. Ability to capture recipient name together with signature field.

    1 vote

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  3. Ability to edit spacing in quote builder (Design)

    16 votes

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  4. Would like the ability to search within the Home screen sections, like the Actions Required tab.

    5 votes

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  5. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  6. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  7. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. For recipient - Ability to view all documents in one place.

    1 vote

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  9. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  10. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    19 votes

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  13. 1 vote

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  14. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  15. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. text to voice features for people with disabilities in Notary

    3 votes

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  17. 2 votes

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  18. more options to resize Present Mode

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    5 votes

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