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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6796 results found

  1. make.com integration

    10 votes

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  2. Option to change page properties if the page was uploaded

    10 votes

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  3. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  4. I would like to be able to save the products I've edited in Quote builder back to catalog

    10 votes

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  5. Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    10 votes

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    0 comments  ·  Payments  ·  Admin →
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    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!

  6. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    10 votes

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  7. Option to use shared content library items in Smart content

    10 votes

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  8. ability to integrate Calendly

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Integration with ChargeBee

    10 votes

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  10. Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    10 votes

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  11. New integration: Clover Payment gateway

    10 votes

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  12. Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    10 votes

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  13. 10 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  14. Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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  15. Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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  16. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    10 votes

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  17. track edits feature in the document like in MS word or google docs

    10 votes

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  18. 10 votes

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  19. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  20. resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    10 votes

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    1 comment  ·  API  ·  Admin →
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