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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7267 results found

  1. an option to use a custom field with data merge in Hubspot

    20 votes

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  2. Instructional bubbles to guide recipients in filling out the document,

    20 votes

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  3. Make it impossible to send a document if the required variables are not filled in

    20 votes

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  4. 20 votes

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  5. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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  6. Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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  7. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  8. ability to add items to dropdown field in bulk

    20 votes

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  9. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  10. 20 votes

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  11. 20 votes

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  12. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    19 votes

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  14. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  15. The ability to export documents as CSV file not a zip file and the PDF version.

    19 votes

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  16. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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  17. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    19 votes

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  18. Option to switch off "User joined workspace" notification for Admin users

    19 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Option for column totals in the pricing table

    19 votes

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