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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7168 results found

  1. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  2. Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    25 votes

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  4. 25 votes

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  5. 25 votes

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    3 comments  ·  Forms  ·  Admin →
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  6. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    25 votes

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  7. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  8. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!



  9. Allow Search cross workspaces for documents

    25 votes

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  10. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  11. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  12. Include a "Failed Delivery" status if document is sent, but then fails.

    25 votes

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  13. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  15. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  16. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    24 votes

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  17. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    24 votes

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  18. Highlight the changes made to a document/template in the version history

    24 votes

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  19. Smart content: more than one rule, for example, "AND" conditional rule

    24 votes

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    3 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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