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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Option to have clickable TOC in presentation mode

    2 votes

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  2. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    2 votes

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  3. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    2 votes

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  4. A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.

    Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.

    2 votes

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  5. Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    2 votes

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  6. Option to link a document to Authorize,net payment

    2 votes

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  7. 2 votes

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  8. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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  9. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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  14. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  15. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  16. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  17. Ability to write and read a message in the chat box on a document through the api

    2 votes

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    1 comment  ·  API  ·  Admin →
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  18. Need the option to move individual buttons in the radio button field to align them with other content in the document, like a table. When you want to locate one button per cell, it becomes difficult to align it inside the cell - center, right, or left. You have to move the entire field and make sure other buttons are located properly.

    2 votes

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  19. 2 votes

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  20. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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