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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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7103 results found

  1. 2 votes

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  2. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  3. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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  4. When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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  5. The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  7. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  8. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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  10. 2 votes

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  11. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  12. connect PandaDoc to Shopify to automate e-Signature delivery to customers upon order placement

    2 votes

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  13. 1 vote

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  14. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  16. Vue.js Framework integration

    2 votes

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  17. We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    4 votes

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  18. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  19. Table of Contents for all documents that are bundled as one document.

    1 vote

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  20. How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.

    1 vote

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