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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6493 results found

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

    1 vote

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  2. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  3. pay later option in PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. The ability to link fields from different documents together.

    2 votes

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  5. 1 vote

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

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified.

    -Adding download and print icons to the top right

    -Making the green download button and the "other actions > download" option consistent.

    1 vote

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  8. Customer would like to have the option for signers to rename the form title when they access the eForm

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Make the document auto-numbering on per client basis.

    2 votes

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  10. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. In the case that a customer has a flip phone that only allows talk and text (no option for browser) - can there be a way to authorize consent for SMS?

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  12. 1 vote

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    0 comments  ·  API  ·  Admin →
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  13. 2 votes

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  14. Redirect recipients after document completion from form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.

    2 votes

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. sync templates and content library items that were shared across workspaces

    2 votes

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  18. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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  19. option to convert currency for the PandaDoc pricing page

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Ability to view the IP address for Viewers

    2 votes

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