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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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4051 results found

  1. 28 votes

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  2. Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    28 votes

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  3. Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. display fields when downloaded (recipient view) without signature

    28 votes

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  5. Search documents from the dashboard

    28 votes

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  6. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    28 votes

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  7. Set auto-reminder in one go for documents that have already been sent by bulk.

    27 votes

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  8. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    27 votes

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  9. 27 votes

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  10. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    27 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  11. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    27 votes

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  12. Save recipient's ACH payment details for future payments

    27 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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  13. Ability to search within the document

    27 votes

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  14. 27 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  15. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  16. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  17. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    27 votes

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  18. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    26 votes

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  19. 26 votes

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  20. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    26 votes

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