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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7034 results found

  1. Option to create a document from Zoho mobile app

    1 vote

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  2. Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.

    1 vote

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  3. The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)

    1 vote

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  4. We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.

    1 vote

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  5. PandaDoc online validation tool where you can validate/verify the document

    1 vote

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  6. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  7. 1 vote

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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  17. Ability to upload .txt file

    1 vote

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  18. 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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  19. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  20. 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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