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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4275 results found

  1. When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    51 votes

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  2. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    46 votes

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  3. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    39 votes

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  4. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    38 votes

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    Idea  ·  7 comments  ·  CPQ - Catalog  ·  Admin →
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  5. Integration with Payment Gateway GoCardless

    37 votes

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  6. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    36 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. The ability for the recipients to edit variables.

    35 votes

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  8. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    34 votes

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  9. 34 votes

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  10. Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?

    Prevent a customer from submitting multiple Form entries using the same email address

    33 votes

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    5 comments  ·  Forms  ·  Admin →
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  11. Option to upload multiple files in a single collect files field

    33 votes

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  12. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    33 votes

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  13. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    33 votes

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    Idea  ·  8 comments  ·  CPQ - Pricing Table  ·  Admin →
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  14. Allow for KBA: Knowledge Based Authentication

    33 votes

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  15. Activity reporting per user as to when the user logged in/logged out of the system

    33 votes

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  16. ability to bundle more than ten documents together

    32 votes

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  17. transfer ownership of multiple documents/folder

    32 votes

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  18. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    32 votes

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  19. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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  20. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    32 votes

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