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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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7283 results found

  1. 6 votes

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  2. Ability to search for documents and templates by ID.

    6 votes

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

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  5. 6 votes

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  6. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  7. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  8. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  9. 6 votes

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  10. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  11. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  12. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  13. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    6 votes

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    1 comment  ·  Localization  ·  Admin →
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  14. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. 6 votes

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  16. 6 votes

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  17. The option to edit signing order from the Send document window.

    6 votes

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  18. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  19. 6 votes

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  20. Specify how the payment is made (ACH, Card)

    6 votes

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