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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6304 results found

  1. signing a document with the help of Bank-ID.

    2 votes

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  2. 2 votes

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    0 comments  ·  API  ·  Admin →
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  3. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  4. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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  5. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  6. When using sections within a pricing table, if there are no products sold, I would like to section header to not appear.

    2 votes

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  7. Ability to split pages into columns on the document level.

    2 votes

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  8. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 votes

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  9. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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

    2 votes

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  11. 2 votes

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  12. I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to download eForm as PDF to share to other users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. 2 votes

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  17. A way to make a configuration at the account level that ANY field added to a contract is required to fill out.

    2 votes

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  18. give access to edit numerical value cells with N/A or WAIVED

    2 votes

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  19. upload signature to content library so they won't have to upload form local files

    2 votes

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  20. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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    0 comments  ·  Other  ·  Admin →
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