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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6931 results found

  1. detect the documents of the deleted user in the document filter owner

    6 votes

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  2. Ability to create your own home page filters for sorting documents

    6 votes

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  3. Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Requesting an integration with Rippling to PandaDoc

    6 votes

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  6. face verification/identification similar to recipient verification

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 6 votes

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  8. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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  9. We think that it's more rational to count not the form responses but the forms themselves for a rational count to avoid for paying for form responses that weren't finished or efficient

    6 votes

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    Not Planned  ·  0 comments  ·  Forms  ·  Admin →
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  10. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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  11. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  12. Ability to change multiple instances of the same word at once.

    6 votes

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  13. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  14. Ability to set a required number of characters for fields

    6 votes

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  15. Ability to convert documents/document information into an invoice

    6 votes

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  16. Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    6 votes

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  17. Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  18. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    6 votes

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  19. PandaDoc Notary via PandaDoc mobile app

    6 votes

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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!

  20. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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