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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user

    Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Associate PandaDoc items with the items in QB

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  3. Match completed email with attachment to come from the eform or template owner

    When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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  6. Auto-send another document once a field filled out in one doc

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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  8. Clone account Roles

    A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Ability for recipients to view each pages after clicking Start

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Adyen

    Adyen integration

    1 vote

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  12. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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  13. Pop-up warning for unresolved inline comments prior sending

    1 vote

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  14. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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  17. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Locating files shared with workspaces in the root folder

    1 vote

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  19. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  20. Great America Financial

    Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote

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