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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature

    Thank you!

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.

    1 vote

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  5. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  6. Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.

    1 vote

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  7. I feel that the editing inside of PandaDoc is pretty limited. The arrangement of a simple text box is not as straight forward as you would expect.

    Maybe there is an option to open your software so we can achieve more complex layouts while still using your API, integrations and more.

    This is one of the biggest challenges for us when it comes to build a really unique offer while still being able to profit from automations.

    1 vote

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  8. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  9. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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  10. is there any way to move the option of United States to the top of the dropdown country selection when people are paying?

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  11. Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. An automation to set a documents name to attributes when created or changed would be a nice way to manage and ensure documents can be found later down the road. n

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  14. Ability to upload .txt file

    1 vote

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  15. Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    1 vote

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  16. We have multiple locations and need to take payment by the location sending the contract. We use square as our payment processor. PandaDoc shows all my locations but only allows one location to take payment for all forms. I can create a separate form for each location, but it still only allows one location to take all the payments.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  18. Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.

    1 vote

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  19. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  20. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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    0 comments  ·  API  ·  Admin →
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