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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6440 results found

  1. initials field - customization/personalized/modify

    3 votes

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  2. Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. face verification/identification similar to recipient verification

    3 votes

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  5. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  6. export the template details into a spreadsheet

    3 votes

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  7. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    3 votes

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  8. 3 votes

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  9. Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!

    3 votes

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  10. strikethrough without using text blocks and via drawing a line only

    3 votes

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  11. attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status

    3 votes

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  12. Additional functionalities in the inbox section like moving the received items to a different location

    3 votes

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  13. User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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  14. Ability for signers to pay without having to finish document

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. 3 votes

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  16. From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Remove the owner from being copied on every notification for all licenses

    3 votes

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  18. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Ability to set up a condition which hides empty pricing table columns.

    3 votes

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