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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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7314 results found

  1. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  2. Difficulties with indentation.

    15 votes

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  3. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  4. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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  5. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Card Details field for Authorize.net.

    15 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Admin →
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  7. Display uploaded files in the PDF ev1

    15 votes

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  8. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    15 votes

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  9. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  10. Link documents to Zoho CRM from PandaDoc side

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. 15 votes

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  12. 15 votes

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  13. More options/ways to add videos. Embedding options

    15 votes

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  14. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    14 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Option to setup 2FA for all users at once

    14 votes

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  16. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    14 votes

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    6 comments  ·  Approvals  ·  Admin →
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  17. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    14 votes

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  18. 14 votes

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  19. Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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