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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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7262 results found

  1. Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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  3. Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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  4. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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  5. Ability to change the header's alignment in quote builder.

    2 votes

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  6. New integration: Clover Payment gateway

    10 votes

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  7. Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    16 votes

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  8. 4 votes

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  9. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  10. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    97 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!

  11. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  12. 1 vote

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  13. It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    2 votes

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  14. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. ability to add multiple photos to the document using image block at the same time

    6 votes

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  16. 2 votes

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  17. 12 votes

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  18. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  19. Set a date range for recipients to choose from on date fields

    5 votes

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  20. 1 vote

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