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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6306 results found

  1. 2 votes

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  2. Transfer data will also include other document contents

    2 votes

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  3. 2 votes

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  4. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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  5. Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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  6. Ability to add the table to the content library from the Form level.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Charge pop-up notification before sending the invitation to the account.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Jonas Encore CRM integration

    2 votes

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  9. default payment app across all documents, templates and forms

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?

    This is from the Indiana Notary Guide:

    For each remote notarial act, you must enter the following information in your electronic journal:
    • The date and time of the remote notarization
    • The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
    • The title or description of the electronic record (document) notarized
    • The full name of the principal
    • A description of how…

    2 votes

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  11. An option to hide text Boxes in some proposals that has the same content but needs to hide some details

    2 votes

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    • Will allow the user to mask the main email by email Aliases.
    2 votes

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  12. 2 votes

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  13. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  14. 2 votes

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  15. Automatically stop recurring payment in Stripe.

    2 votes

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  16. Would like to have the ability to add a previously bundled item into a new bundled item.

    2 votes

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  17. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    2 votes

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  18. Ability to have radio buttons next to each other, instead of in a vertical column.

    2 votes

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  19. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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