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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  2. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  3. add address validation options for fields

    address field validation

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  5. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Upload variables automatically from .docx file like with the PDF

    For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Option for health version / Option for Teledentistry

    Option for health version / Option for Teledentistry

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. autosizing font in fillable fields

    Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Automatically resize font in variables

    Auto-adjust spacing or font size when variables are populated.

    4 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  13. The ability to download selected folders together in bulk.

    Instead of having to download the folders with documents separately.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Report for documents that changed to a certain status during a date range

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  17. Localization of fields placeholder text: translate "Enter value" as well.

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  19. Update document currency via variable

    Option to update document currency via variable

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. The ability to add a new section within a pricing table other than at the bottom.

    When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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