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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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  2. Allow the signer of the form to verify the email address as mandatory step to complete the form

    17 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  3. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. Shared with me folder to be available from HubSpot on EV2

    3 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  7. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  8. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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  9. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  10. A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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  11. To have the option to incorporate pricing to text fields instead of just the pricing table.

    2 votes

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  12. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  13. Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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  14. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    24 votes

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  15. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  16. 4 votes

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  17. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  19. have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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