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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    1 vote

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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!

  2. Ability for other user to receive notification of an eForm aside from the initiator or publisher

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    0 comments  ·  Forms  ·  Admin →
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  3. Create an Approver filter in the document list

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    0 comments  ·  Approvals  ·  Admin →
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  4. Display the email of the secondary form recipient for the published form under the form roles.

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  5. Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

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  6. Ability to pull Stripe subscription ID from product catalog

    1 vote

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  7. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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  8. 1 vote

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  9. Ability to turn off reminder even the document was already sent.

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  10. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  11. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. Ability to choose a template when downloading a CSV file of form responses

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  13. The option to add videos within the table cells.

    1 vote

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  14. Ability to pull the Stripe payment ID from a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  15. Even though field was not required signers should not be able to complete the document.

    1 vote

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  16. Disable Request review notification

    1 vote

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  17. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. 1 vote

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  19. you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps

    1 vote

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  20. Integration with GuestRevu

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