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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  2. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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  7. Integration with Connect Booster as a payment gateway.

    2 votes

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  8. Add account ownership changes to the audit log.

    3 votes

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  9. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  10. Option to use Arabic numbers in pricing tables/quotes

    2 votes

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  11. Option to customize / white-label Room URLs.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  12. 2 votes

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  13. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  14. Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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  15. The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

    2 votes

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  16. We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.

    For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…

    1 vote

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  17. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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  18. Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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  19. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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