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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5897 results found

  1. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  2. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Set pricing table currency upon document creation via API

    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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  4. Ability for recipient to circle text, like radio buttons (type of a field)

    Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  9. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  10. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  13. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  20. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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