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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7063 results found

  1. Document Selection in PandaDoc Based on Certain Fields.

    3 votes

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  2. word wrap option - Dropdown field

    3 votes

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  3. Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. The ability to send documents based on the chosen field of the signer

    3 votes

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  5. Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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  6. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  7. Integrate with Fillquick

    3 votes

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  8. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  9. The ability to bulk update the recurring column in quotes

    3 votes

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  10. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  11. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  12. When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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  13. Ability to bulk download signature certificates exclusively.

    3 votes

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  14. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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    • option for the user in adding Total cost in the pricing table
    3 votes

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  15. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  16. 3 votes

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  17. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  19. Ability to track multiple payments on one contract.

    3 votes

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