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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6889 results found

  1. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    3 votes

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  2. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    3 votes

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  3. I-9 employment eligibility template

    3 votes

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  4. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  5. 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.

    3 votes

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  6. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  7. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  8. 3 votes

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  9. ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to integrate with SecurityTrax

    3 votes

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  11. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  12. LeadConnector native integration.

    3 votes

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  13. 3 votes

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  14. Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    3 votes

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

    3 votes

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  16. We'd like to make a table using API and fill it out with content

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  18. 3 votes

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    1 comment  ·  API  ·  Admin →
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  19. 3 votes

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  20. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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