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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 2 votes

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  2. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  3. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  4. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
  5. Update unit cost is the line item cost is changed in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  6. Ability to connect WeTravel Payments via API

    2 votes

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    0 comments  ·  API  ·  Admin →
  7. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  8. Option to customize the text that shows on the redirection window

    2 votes

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  9. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  10. Ability to add up just the values listed in the Price column

    2 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!

  11. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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    0 comments  ·  API  ·  Admin →
  12. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    2 votes

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    0 comments  ·  API  ·  Admin →
  13. When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT

    2 votes

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  14. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  15. a variable that would allow us to display the document currency on the document

    2 votes

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  16. Instamed to be added as an option for payment gateways

    2 votes

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  17. Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

    2 votes

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  18. We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.

    2 votes

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  19. 2 votes

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  20. We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →