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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6928 results found

  1. rename user of the app as an admin

    6 votes

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  2. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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  3. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  4. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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  5. full name variable instead of first name and last name separately

    6 votes

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  6. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Payments  ·  Admin →
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  7. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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  8. ability to add custom bill value and delete pages/blocks for a document via mobile app

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  10. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    6 votes

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  11. The option/button to clear all the fields at once.

    6 votes

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  12. 6 votes

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  13. 6 votes

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  14. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  15. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    6 votes

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  16. move one team member from one workspace to another

    6 votes

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  17. ability to turn off the ReCAPTCHA on forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. Notification Product Catalog Import

    6 votes

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  19. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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