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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3829 results found

  1. 21 votes

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  2. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  3. 20 votes

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  4. 20 votes

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  5. Allow multiple themes when documents are bundled.

    20 votes

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  6. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  7. an option to use a custom field with data merge in Hubspot

    20 votes

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  8. Instructional bubbles to guide recipients in filling out the document,

    20 votes

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  9. Make it impossible to send a document if the required variables are not filled in

    20 votes

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  10. 20 votes

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  11. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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  12. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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  13. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  14. ability to add items to dropdown field in bulk

    20 votes

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  15. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  16. 20 votes

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  17. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    20 votes

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  18. 20 votes

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  19. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  20. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    19 votes

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