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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4130 results found

  1. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    31 votes

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  2. Would like to be able to have an option in the Dashboard to see further than 1 year.

    31 votes

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  3. Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    31 votes

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  4. 31 votes

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  5. add clickwrap as an additional safeguard for contract signing.

    31 votes

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  6. Folder organization for Forms.

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  7. ability (button) to download a PDF of a Form

    30 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  8. Approval workflow in forms

    30 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  9. 30 votes

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  10. Ability to add a specific expiration date for several documents at the same time

    30 votes

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  11. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    30 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  12. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  13. Be able to paste images into editor instead of uploading using an image block

    30 votes

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  14. Copy Catalog Items and save as a new item

    30 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  15. Smart Content feature for Pricing table

    29 votes

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  16. Auto-fill sender's signature once the document is signed by the client

    29 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. Be able to customize branding for forms (for example change color of button "review document" )

    29 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  18. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    29 votes

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  19. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  20. 29 votes

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