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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3897 results found

  1. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    87 votes

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  2. Auto-fill sender's signature once the document is signed by the client

    45 votes

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    2 comments  ·  Automations  ·  Admin →
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  3. 45 votes

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  4. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    44 votes

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  5. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    41 votes

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  6. Would like to be able to have an option in the Dashboard to see further than 1 year.

    39 votes

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  7. 38 votes

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

    37 votes

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  9. Ability to add a specific expiration date for several documents at the same time

    36 votes

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  10. 35 votes

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    2 comments  ·  Approvals  ·  Admin →
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  11. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    34 votes

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  12. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  13. Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  14. Add password protection to specific folders inside PandaDoc

    34 votes

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  15. Folder organization for Forms.

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  16. Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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  17. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    33 votes

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  18. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    32 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    32 votes

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  20. 32 votes

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