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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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6799 results found

  1. Power Automate integration

    9 votes

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  2. The ability to create a custom Report using Fillable Field and/or Variable information.

    9 votes

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  3. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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  4. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  5. Will allow the sender to disable notification send to CCed recipients

    9 votes

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  6. 9 votes

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  7. hide decimals points in the quote builder

    9 votes

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  8. Ability to duplicate multiple fields at once

    9 votes

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  9. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    9 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. option to manually change document status - viewed to paid

    9 votes

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  11. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  12. Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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    1 comment  ·  API  ·  Admin →
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  13. conditional rule for text field

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Ability to change the form owner but keep the same form link.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  16. Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  17. Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.

    9 votes

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  18. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    9 votes

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  19. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

    https://pandadoc.zendesk.com/agent/tickets/479203

    9 votes

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  20. 9 votes

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    3 comments  ·  Payments  ·  Admin →
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