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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7193 results found

  1. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. I-9 employment eligibility template

    3 votes

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  3. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  4. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  5. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  6. 3 votes

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  7. ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to integrate with SecurityTrax

    3 votes

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  9. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  10. LeadConnector native integration.

    3 votes

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  11. 3 votes

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  12. Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    3 votes

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  13. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  14. We'd like to make a table using API and fill it out with content

    3 votes

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    0 comments  ·  API  ·  Admin →
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  15. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  16. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    3 votes

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  17. 3 votes

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    1 comment  ·  API  ·  Admin →
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  18. 3 votes

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  19. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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  20. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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