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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • 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. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Ability to share a document link with non-recipients

    6 votes

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  3. 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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  4. 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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  5. Add payment app to sent/viewed documents

    6 votes

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  6. Ability to include postal address

    6 votes

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

    6 votes

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  8. 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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  9. 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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  10. 6 votes

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

    6 votes

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  12. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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  13. Ability to create your own home page filters for sorting documents

    6 votes

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  14. Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. Requesting an integration with Rippling to PandaDoc

    6 votes

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  18. face verification/identification similar to recipient verification

    6 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  19. 6 votes

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  20. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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