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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    3 votes

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  3. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    2 votes

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  7. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  8. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  9. 2 votes

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  10. Ability to add nicknames or notes in contact feature

    2 votes

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  11. Add the duplicate option to the Home page

    2 votes

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  12. 2 votes

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  13. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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  14. option to convert currency for the PandaDoc pricing page

    2 votes

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  15. 2 votes

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  16. Customer would like to have the platform supported by https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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  17. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  18. 1 vote

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  19. After Downloading the Document as PDF, There's still fields that recipients can input details.

    13 votes

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  20. 2 votes

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