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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7242 results found

  1. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    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!

  2. optional item - automatically populate the price and hide when not chosen

    3 votes

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  3. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  4. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Automations for Xero

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. bulk way to fill in variables from a Google Sheet

    3 votes

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  9. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    3 votes

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  10. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  11. 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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  12. 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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  13. 3 votes

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  14. ability to resize the optional item check box in the pricing table

    3 votes

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  15. 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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  16. 3 votes

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

    3 votes

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

    3 votes

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  19. (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    3 votes

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  20. Ability to add/update the footer on multiple items (documents, templates) at once

    3 votes

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