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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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7571 results found

  1. Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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  3. Wire Transfer and pass the 4% charges to the Customer

    2 votes

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  4. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  5. Customer would like to see table of contents wrapping the text so that table of content shows full text.

    2 votes

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  6. currently you can only pass one related list for pricing tables at a time

    2 votes

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  7. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  8. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    18 votes

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  10. 1 vote

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  11. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  14. 7 votes

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  15. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  16. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  17. For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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  18. when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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  19. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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  20. to create a digital signature with a DoD reader through PandaDoc

    1 vote

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