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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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  3. Ability to pull Stripe subscription ID from product catalog

    1 vote

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  4. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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  5. 1 vote

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  6. Ability to turn off reminder even the document was already sent.

    1 vote

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  7. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  8. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  10. The option to add videos within the table cells.

    1 vote

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  11. Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. Even though field was not required signers should not be able to complete the document.

    1 vote

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  13. Disable Request review notification

    1 vote

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  14. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. 1 vote

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  16. you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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  17. Integration with GuestRevu

    1 vote

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  18. Option to keep document linked in case Deal ID changes

    1 vote

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  19. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  20. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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