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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6537 results found

  1. Support accents in the email address.

    Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Match completed email with attachment to come from the eform or template owner

    When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  3. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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  5. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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  6. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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  8. misleading ads

    In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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  9. CC recipients should receive an original not completed document

    1 vote

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  10. AccuLynx

    integrate with AccuLynx

    1 vote

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  11. Clone account Roles

    A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability for recipients to view each pages after clicking Start

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Adyen

    Adyen integration

    1 vote

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  15. Pass additional information to a form via a url parameter

    We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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  17. disable option do not replace (tokens will be displayed) for variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Pop-up warning for unresolved inline comments prior sending

    1 vote

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  19. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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  20. Text formatting in a mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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