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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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7072 results found

  1. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  2. Electronic check payments via PayPal (e-check)

    2 votes

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  3. Update account information using security questionnaires (add security questions to the account as verification method)

    1 vote

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  4. Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.

    1 vote

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  5. Auto-place fields when the document is uploaded to the existing template/document (via + button)

    1 vote

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  6. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    2 votes

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  7. Link the recipient signing link to the corresponding Salesforce opportunity

    3 votes

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  8. Being able to share more than one content library item across workspaces

    11 votes

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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!

  9. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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  10. link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc

    1 vote

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  11. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    2 votes

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  12. A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    8 votes

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    2 comments  ·  Automations  ·  Admin →
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  13. Ability to remove a signer after the document has been sent

    7 votes

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  14. Conditional product pricing: ability to create a product that has a price that is a % of a subtotal

    1 vote

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  15. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  16. 2 votes

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  17. A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Ability to change each individual background color for quote builder

    10 votes

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  19. Ability to simultaneously sign Document with several others at least 25 like Docusign has

    1 vote

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  20. Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.

    1 vote

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