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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7148 results found

  1. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  2. Include the document link in the response body, not just the document ID.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Ability to send a PandaDoc document when a HubSpot deal stage changes

    2 votes

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  4. Ability to connect WeTravel Payments via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  6. Option to customize the text that shows on the redirection window

    2 votes

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  7. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  8. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    2 votes

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  9. Ability to add up just the values listed in the Price column

    2 votes

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  10. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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  11. At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    2 votes

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  13. When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT

    2 votes

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  14. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  15. 2 votes

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  16. Instamed to be added as an option for payment gateways

    2 votes

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  17. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  18. Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

    2 votes

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  19. 2 votes

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  20. We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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