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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. integrate with AccuLynx

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  3. 1 vote

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  4. 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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  5. Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  12. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  13. be able to check size of files inside PandaDoc (

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  16. 1 vote

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  17. List all the documents, which require client's/mine signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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  19. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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