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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.

    1 vote

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  2. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Save eForm to content library

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  7. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  8. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  9. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  10. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  11. Ability to add a checkbox without the need to assigning a role.

    1 vote

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  12. Ability to use both passcode & sms verification at the same time on a document

    1 vote

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  13. 1 vote

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  14. Ability to set up data merge for documents in Zapier.

    1 vote

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  15. Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  17. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  18. Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  19. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. 1 vote

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