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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7459 results found

  1. export the template details into a spreadsheet

    4 votes

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  2. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. To have the option for Webhook to expose an IP or recipient details of who viewed the document.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Additional functionalities in the inbox section like moving the received items to a different location

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. obtain all content blocks and fillable fields from a template and pull it up to another template, via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  9. Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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  10. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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  11. Ability to set up a condition which hides empty pricing table columns.

    4 votes

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  12. 4 votes

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  13. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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  15. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  16. Suggest edits on the Template level

    4 votes

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  17. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  18. The option to make a copy of the whole folder when sharing a folder with another workspace.

    4 votes

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  19. Add a default dropdown field with the list of countries

    4 votes

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  20. Will allow the user to view who signed the document in the reporting feature

    4 votes

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