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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 1 vote

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  3. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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  5. download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  6. replace the PDF source file with API call.

    4 votes

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  7. Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad

    1 vote

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  8. Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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  9. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    2 votes

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  10. The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.

    1 vote

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  11. Customer would like to have the ability to set the document to be deleted on a specific number of days

    1 vote

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  12. face verification/identification similar to recipient verification

    3 votes

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  13. Sending PandaDoc's in bulk with verification code

    2 votes

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  14. Collaborator should be able to delete content even if they don't have standard license.

    1 vote

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  15. 1 vote

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  16. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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  17. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  18. Option for Admin role to access Billing page of the account

    1 vote

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  19. the ability for users to subscribe to a different plan while part of a workspace from another account

    2 votes

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  20. 2 votes

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