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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5896 results found

  1. Fill in variables on the template level

    Ability to fill in variables on the template level

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Add signature fields in attachments added to documents

    The ability to add PandaDoc signatures in the attachments.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Make it possible for recipients to sign a document with different signatures (if there are more than one signature field assigned to them)

    3 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  4. [Salesforce] sync document activity with the Activity in Salesforce

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Ability to set up a deadline for payment or payment reminder.

    Ability to set up a deadline for payment or payment reminder.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Embed signature image in the document

    Embed signature image in the document and allow it to be valid on the Signature Certificate.

    https://pandadoc.zendesk.com/agent/tickets/499540

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Show all of Card Details

    When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. text to voice features for people with disabilities

    text to voice features for people with disabilities in Notary

    3 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  9. Allow Auto Assigning fields to multiple recipients

    Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. New Automations recipe: when a document has reached a certain status (e.g. Sent), then a certain user gets an email notification.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  11. To have an uploaded file converted to an editable document with the original formatting preserved

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Payment Statuses on Document without Payment Integration

    Examples:
    Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  13. Align Executed Signatures on Socuments

    When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Allow recipients to select billing period in quotes

    For the signer/recipient to pick their billing period

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Ability to choose pricing recurring billing period from annually to 2 years or more.

    Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Branding: add company logo to the email footer

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Log emails sent from PandaDoc in Salesforce

    When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Update the document currency after it was sent

    Option to update the document currency after it was sent (viewed, completed)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Move Delete Button on Completed Documents

    Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Option to have the name of a recipient pulled to a Saved message automatically

    3 votes

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    1 comment  ·  Other  ·  Admin →
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