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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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7161 results found

  1. Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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  2. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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  3. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  4. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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  5. Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 votes

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  7. ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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  8. Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    7 votes

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    1 comment  ·  API  ·  Admin →
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  9. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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  10. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  11. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    7 votes

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  12. Import Text Headings from a PDF into PandaDoc

    7 votes

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  13. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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  14. List folders in alphabetical order

    7 votes

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  15. block content blocks for recipients during redlining

    7 votes

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  16. Ability to set document layout for all the uploaded documents.

    7 votes

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  17. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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  18. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  19. Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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  20. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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