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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7073 results found

  1. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Adyen

    Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Pass additional information to a form via a url parameter

    We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. disable option do not replace (tokens will be displayed) for variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Pop-up warning for unresolved inline comments prior sending

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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  8. Text formatting in a mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. Use variables in TOC

    Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  11. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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  12. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Locating files shared with workspaces in the root folder

    1 vote

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  14. List documents

    List all the documents, which require client's/mine signature

    1 vote

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  15. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Great America Financial

    Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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  17. Autocorrect of the System Variables

    Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. an ability to see the duration of a contract on a document as a pop-up

    an ability to see the duration of a contract on a document as a pop-up

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Read Receipt/Report once document has been viewed

    1 vote

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  20. Attach PDF copy to SF when the document was updated

    1 vote

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