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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6474 results found

  1. Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.

    1 vote

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  2. Restore deleted PandaDoc automations as inactive.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. hi,
    i often send document for a signature of a coporate contract.
    but the existing box are only first and last name.. it is missing corporate name for such a use.

    i think it could be great to add this field

    1 vote

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  4. Add the ability to set up PandaDoc as trigger and action at the same time.

    1 vote

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  5. Add all the contacts that are related to the deal to the document and attach the newly created document under each contact in Active Campaign in PandaDoc Documents section.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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  9. Customer would like to have the option to collect ACH info using card's field on their Stripe payment gateway

    1 vote

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  10. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    1 vote

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  11. Make a link required

    1 vote

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  12. Reporting to display email delivery rate.

    1 vote

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  13. To have a better experience when interacting with Forms (each question shows up one at a time) similar to JotForm.

    1 vote

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  14. Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.

    1 vote

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  15. add .webm file as a background

    1 vote

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  16. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  17. The customer want to have the option for the signer of a form to be redirected to a specific page or website after signing.

    1 vote

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  18. 1 vote

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  19. The customer would like to set fields as mandatory or not based on the answers provided in other fields.

    1 vote

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  20. 1 vote

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