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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2997 results found

  1. right now you can only merge rows but not columns

    6 votes

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  2. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  3. 9 votes

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    0 comments  ·  API  ·  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!

  4. 1 vote

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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!

  5. The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Redirect recipient to a custom URL upon completion based on certain conditions.

    5 votes

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  7. Embedded form: hide the section on the top of the form that displays a recipient's email address

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. The ability to have conditional logic on text block not just text fields.

    5 votes

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  9. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    6 votes

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  10. Option for recipient to approve or decline the document from the email they receive

    11 votes

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  11. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    8 votes

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  12. 4 votes

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  13. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Ability to connect Authorize.net sandbox environment.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    3 votes

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  16. Custom role can be used for the SSO

    1 vote

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  17. 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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  18. 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!

  19. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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  20. 22 votes

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    5 comments  ·  Forms  ·  Admin →
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