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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4069 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…

    78 votes

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  2. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  3. 44 votes

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  4. Ability to justify at the top, middle or bottom alignment in cells

    44 votes

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  5. 42 votes

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

    41 votes

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  7. 2 way sync with Monday

    39 votes

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  8. Ability to fax PandaDoc

    38 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

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

    38 votes

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    2 comments  ·  Automations  ·  Admin →
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  10. 37 votes

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  11. 37 votes

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  12. 36 votes

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  13. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    36 votes

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    3 comments  ·  API  ·  Admin →
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  14. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    36 votes

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    3 comments  ·  Automations  ·  Admin →
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  15. 36 votes

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

    36 votes

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  17. Possibility to change subtotal/total manually.

    36 votes

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  18. Fonts for signatures - Set Default font option or Add Font for Signature Field

    35 votes

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

    35 votes

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  20. Be able to paste images into editor instead of uploading using an image block

    35 votes

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