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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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7629 results found

  1. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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  3. Automations based on Forms

    22 votes

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    3 comments  ·  Forms  ·  Admin →
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  4. Should be possible to use ticket object to create docs from Hubspot

    22 votes

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  5. ability to add adobe fonts

    22 votes

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  6. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  7. Instructional bubbles to guide recipients in filling out the document,

    22 votes

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  8. Disable access to the document for recipients once it's completed

    22 votes

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  9. Ability for page number to show left or right

    22 votes

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  10. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    22 votes

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  11. 22 votes

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  12. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    22 votes

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  13. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    22 votes

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  14. Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  16. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    22 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  17. Automatically put the value from one pricing table in another pricing table

    22 votes

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  18. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    22 votes

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  19. when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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  20. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

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