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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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7112 results found

  1. Add hourly billing type to catalog products.

    6 votes

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  2. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  3. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  4. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    6 votes

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  6. Ability to have a variable for the current date

    6 votes

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  7. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  8. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  9. Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  10. customize SMS verification

    6 votes

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  11. Ability to share a document link with non-recipients

    6 votes

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  12. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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  13. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    6 votes

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  14. Add payment app to sent/viewed documents

    6 votes

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  15. Ability to include postal address

    6 votes

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  16. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    6 votes

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  17. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    6 votes

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  18. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 6 votes

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  20. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    6 votes

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