Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    62 votes

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  2. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    40 votes

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  3. 102 votes

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  4. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    17 votes

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  5. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    202 votes

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  6. Automatically download the attachments when opening the fiels added to collect files field

    12 votes

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  7. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    71 votes

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  8. 18 votes

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  9. Ability multiselect for blocks and fields with bulk actions

    120 votes

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  10. The option to edit the Completed document with saving the signature.

    52 votes

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  11. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  12. Ability to allow users to attach files even when the document has been sent.

    4 votes

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  13. Option to edit uploaded PDF, convert to editable document/template

    58 votes

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  14. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    3 votes

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  15. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    32 votes

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  16. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    2 votes

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  17. 3 votes

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  18. The option to change time zone for signature certificate.

    47 votes

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  19. I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

    For instance, right now PandaDocs auto-names files like this:
    Camp 1 Agreement First Last

    But I want it to look like this:
    Last, First-Retainer-Camp1-ABC

    I asked help chat, but there's no way to do this right now.

    2 votes

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  20. 65 votes

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