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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2912 results found

  1. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    12 votes

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    4 comments  ·  Integrations  ·  Admin →
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  2. Restrict entering an email for a signature field for recipients

    Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    12 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Clover

    New integration: Clover Payment gateway

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. General API key

    Option to get one centralized API key for all workspaces

    12 votes

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    1 comment  ·  API  ·  Admin →
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  5. show cost and profit margin per line item even when the document is sent/completed

    show cost and profit margin per line item even when the document is sent/completed

    12 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Export document's recipient analytics

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    12 votes

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    5 comments  ·  Esign & Notary  ·  Admin →
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  10. Export emojis to PDF

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. WorkDay

    Integration with workday to allow for documents to be sent out of workday and tracked.

    12 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. PDF field recognition improvements

    When uploading a PDF document as a template improve field recognition.

    12 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    12 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  15. Change Paper Size for A4 to Default in Main Settings / Theme Settings

    Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    12 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  16. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Same day reminder

    How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Automatic PDF attachments to emails notifying about a completed eForm

    With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  19. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  20. An ability to update and calculate currency once the currency is changed in the pricing table

    It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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