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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7266 results found

  1. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  2. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  4. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 3 votes

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  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  9. 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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  10. 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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  11. 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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  12. 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!

  13. 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.

    5 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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  14. Duplicate categories in the catalog

    4 votes

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

    6 votes

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

    10 votes

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

    4 votes

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  18. Documents from Adobe Edge can be imported to PandaDoc.

    1 vote

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  19. 4 votes

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