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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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7565 results found

  1. The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    9 votes

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  2. 9 votes

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    0 comments  ·  API  ·  Admin →
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  3. Offer the option to use Zapier with the EU server

    9 votes

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  4. Ability to set a flat installment amount instead of percentages

    9 votes

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  5. The ability to make rooms utilizing API

    9 votes

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    0 comments  ·  Rooms  ·  Admin →
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  6. 9 votes

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  7. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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  8. Ability to secure forms with passwords/ sms verfications/ email verifications

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. Ability to change the background color of the email received by the recipient

    9 votes

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  10. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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  11. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    9 votes

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  12. PandaDoc desktop app

    9 votes

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  13. Change document status to "In Process" after one of multiple recipients has signed.

    9 votes

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  14. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  15. Ability to add text blocks to any place on the "content" type page.

    9 votes

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  16. Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    9 votes

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  18. Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  20. 9 votes

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