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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7256 results found

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

    2 votes

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

    2 votes

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  3. 2 votes

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

    2 votes

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

    2 votes

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  6. 2 votes

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  7. 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 →
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  8. The ability to allow other participants to access the same document and perform in-person signing on different devices.

    2 votes

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  9. We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Option to have a setting to disable or reduce automatic zoom functionality

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 votes

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  12. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 votes

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  13. Would like to be able to add attachments such as a PDF to the home page

    2 votes

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    1 comment  ·  Rooms  ·  Admin →
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  14. For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.

    2 votes

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  15. When making a change to either template or document, the creation date should change based on the latest changes

    2 votes

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  16. The ability to add multiple eSign disclosure agreements per workspace would be helpful.

    2 votes

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  17. 2 votes

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  18. Hide the Timeline panel on the right side of the Overview page

    2 votes

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  19. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  20. Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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