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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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6798 results found

  1. Option to Not make a recipient as signer when assigned to a field

    7 votes

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  2. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  3. 2 votes

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  4. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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  5. 3 votes

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  6. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. description of the pricing table item transferred to Xero invoice

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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  9. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  10. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  12. sort of HTML button where you can pick the color for inserting hyperlink

    3 votes

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  13. an ability to see the duration of a contract on a document as a pop-up

    1 vote

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  14. sync Document.Value with the Amount field in Salesforce

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    6 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  16. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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  17. 49 votes

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    8 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  18. 26 votes

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  19. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    64 votes

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  20. 5 votes

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