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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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2928 results found

  1. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  2. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    6 votes

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  3. Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  4. For example, some pages are section dividers and should not have page numbers.

    3 votes

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  5. Ability to add signers to a completed document (countersign a completed document)

    7 votes

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  6. Option to switch off "Collaborator requests access" notification for Admin users.

    8 votes

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  7. The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    5 votes

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  8. To be able to use Smart Content with bulk send.

    9 votes

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  9. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    4 votes

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  10. 4 votes

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  11. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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  12. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    11 votes

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  13. The ability to make the 'fee' an optional selection on the pricing table

    3 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!

  14. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    12 votes

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  15. option to place image or GIF in "Send document" message

    3 votes

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  16. detect the documents of the deleted user in the document filter owner

    8 votes

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  17. Ability to customize formula in a pricing table.

    14 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!

  18. Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.

    11 votes

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  19. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    7 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!

  20. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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