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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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7382 results found

  1. 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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  2. 6 votes

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

    6 votes

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  4. 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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  5. 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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  6. 6 votes

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  7. 6 votes

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  8. To have the option to directly manage integrations via Integrately.

    6 votes

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  9. Option to sync Deal amount to Document value with out the use of pricing table

    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. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. 6 votes

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  15. 6 votes

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

    6 votes

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

    6 votes

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  18. 6 votes

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

    6 votes

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  20. A feature to reminder for renewals to various recipients will be great!

    6 votes

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