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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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6454 results found

  1. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Ability to have an auto fill signature button.

    1 vote

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  3. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Ability to restore old catalog pricing.

    1 vote

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  5. 1 vote

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  6. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    2 votes

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  7. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  8. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  9. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  11. 1 vote

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  12. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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  13. Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  15. When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    3 votes

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  16. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  17. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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  18. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  19. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    19 votes

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  20. Download signature created or uploaded in PandaDoc account onto devices.

    3 votes

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