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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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6788 results found

  1. Give option to export list of all Documents status.

    17 votes

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  2. no extra page when adding item from content library

    17 votes

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  3. Allow the signer of the form to verify the email address as mandatory step to complete the form

    17 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  4. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  5. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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  6. More design options like slide decks

    17 votes

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  7. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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  8. Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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  9. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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  10. Hide rows in a pricing table

    17 votes

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  11. Add order in which the recipient would be able to act on fields.

    17 votes

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  12. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. Option to download private message /chat on a document.

    17 votes

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  14. Ability to allow someone else to sign a document if the original signer is out of office,

    17 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  15. PandaDoc integration with Lever (HR Recruiting software/CRM)

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  16. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Page numbering in PDF starts from the first page, not with the cover page

    17 votes

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  18. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    16 votes

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  19. Will allow the user to set conditional logic for Qoute builder

    16 votes

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  20. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

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