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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6422 results found

  1. Show a document status on the downloaded PDF

    2 votes

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  2. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  3. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 2 votes

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  5. Pay with Stripe without being redirected to a Stripe hosted payment page.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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

    2 votes

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  8. Customer would like to PandaDoc to be integrated with AI

    2 votes

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  9. Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size

    2 votes

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  10. Invalidate a completed document after a set amount of time

    2 votes

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  11. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  12. Ability to shrink content blocks even more

    2 votes

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  13. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  14. Option to switch off "Collaborator requests access" notification for Admin users.

    2 votes

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  15. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  16. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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

    2 votes

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    1 comment  ·  API  ·  Admin →
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  18. Contract that automatically sends to all participants after purchase.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  20. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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