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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. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    1 vote

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  3. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    1 vote

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  5. Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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  8. Ability to pull Stripe subscription ID from product catalog

    1 vote

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  9. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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  10. 1 vote

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  11. Ability to turn off reminder even the document was already sent.

    1 vote

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  12. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. 1 vote

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  14. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  15. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  16. The option to add videos within the table cells.

    1 vote

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  17. Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  18. Even though field was not required signers should not be able to complete the document.

    1 vote

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  19. Disable Request review notification

    1 vote

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  20. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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