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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6503 results found

  1. I-9 employment eligibility template

    3 votes

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  2. 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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  3. For example, some pages are section dividers and should not have page numbers.

    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. 3 votes

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  6. 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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  7. LeadConnector native integration.

    3 votes

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  8. 3 votes

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

    3 votes

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  11. 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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  12. option to place image or GIF in "Send document" message

    3 votes

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  13. We would like to mark checkboxes automatically based on a variable value

    3 votes

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  14. 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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  15. Conditional rule can be set up on date field

    3 votes

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  16. 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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  17. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  18. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  20. Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.

    I need a better way to partition documents to maintain confidentiality.

    3 votes

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