Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. Ability to add recipients at the time of doc sending (by editing the To: field in the send dialog box)

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  5. When a customer is filling out the Credit Card information using the credit card field the date formatting is off. There is only the options to pick a date on the calendar or change the format to NOT include the DAY. Credit Cards only have expiration dates that feature the Month and the Year. Is there a way we can have the expiration format be MM/YY?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. 1 vote

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  7. 1 vote

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  8. Is there any way to add a customer ID field on the contact card?

    1 vote

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  9. 1 vote

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  10. It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  11. 1 vote

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  12. Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Add blocks to uploaded documents Ev1.

    1 vote

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  14. Sprout to be among supported video players.

    1 vote

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  15. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    1 vote

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  16. Be able to see the number of all documents/templates in the folder (including subfolders)

    1 vote

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  17. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. 1 vote

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  20. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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