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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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7439 results found

  1. Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    2 votes

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  2. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. 1 vote

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  4. 4 votes

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  5. 1 vote

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  6. 1 vote

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  7. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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  9. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  11. 6 votes

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  12. 2 votes

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  13. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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  15. I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears

    2 votes

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  16. Ability to create forms via API.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  18. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  19. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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  20. 1 vote

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