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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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7017 results found

  1. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  2. Option to Set up trigger for opportunity amount in SF

    1 vote

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  3. Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    10 votes

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  5. 1 vote

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  6. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  7. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    12 votes

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    2 comments  ·  Automations  ·  Admin →
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  8. 4 votes

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  9. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  10. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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  11. 6 votes

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  12. Would like a report to identify recipients by document status

    2 votes

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  13. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).

    The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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  17. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    5 votes

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  18. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    24 votes

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  19. Mosaic financing partner payment integration

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. 2 votes

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    1 comment  ·  Other  ·  Admin →
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