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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6915 results found

  1. 1 vote

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  2. Ability to delete the attached file from Audit Trail that was uploaded via manual status change

    2 votes

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  3. 1 vote

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    0 comments  ·  API  ·  Admin →
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  4. The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. 2 votes

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  6. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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  7. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  8. Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  10. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  11. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Add the CRM Go High Level to PandaDoc

    8 votes

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  13. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  15. It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    1 vote

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  16. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    8 votes

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  17. 1 vote

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  18. 4 votes

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  19. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  20. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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