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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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  1. 1 vote

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  2. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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  3. 1 vote

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    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  4. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  5. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  6. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  7. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  8. 1 vote

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  9. Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

    1 vote

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  10. 1 vote

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  11. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  12. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. invite new users to the account in bulk

    1 vote

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  16. There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.

    1 vote

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  17. update products in SF based on the recipient's.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  18. Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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  19. 1 vote

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    0 comments  ·  Automations  ·  Admin →
    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →

    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

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