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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. 225 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  2. Add attachments to a document under specific circumstances

    8 votes

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  3. Allow for multiple workspaces to be open at once (on different tabs)

    4 votes

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  4. 123 votes

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  5. Identify which documents are still waiting to be signed and email it as a report automatically

    10 votes

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  6. 1 vote

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    Hi. 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!

  7. 2 votes

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  8. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    13 votes

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  9. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    9 votes

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  10. Option to disable bundling feature

    2 votes

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  11. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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    Hi. 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!

  12. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  14. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    13 votes

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  15. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  16. 51 votes

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    Hi. 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!

  17. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    9 votes

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  18. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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    Hi. 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!

  19. 25 votes

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    Hi. 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!

  20. Custom QR code to our documents for recipients to use.

    14 votes

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