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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  2. Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. The ability to have conditional logic on text block not just text fields.

    4 votes

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  4. Option to delete pages for conditional (smart) content on a document level

    4 votes

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  5. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    4 votes

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  6. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    4 votes

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  7. 4 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Add additional signers to a document after it has been sent

    4 votes

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  9. The ability to create custom fillable fields

    4 votes

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  10. Option to copy and paste fields/variables from one template to a new template

    4 votes

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  11. The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

    4 votes

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  12. 4 votes

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  13. shared templates can be moved to the folders

    4 votes

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  14. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    4 votes

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  15. Keep the formatting when importing Google Doc

    4 votes

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  16. Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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  17. Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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  18. Once the CLI is updated, update it automatically on a template too

    4 votes

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  19. Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    4 votes

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  20. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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