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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7242 results found

  1. 2 votes

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  2. 2 votes

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  3. Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  5. 3 votes

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    1 comment  ·  API  ·  Admin →
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  6. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  7. Option to check if recipient made a screenshot of the document

    1 vote

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  8. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  9. 2 votes

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  10. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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  11. Option to add approval info to the signature certificate, for example, "Read and approved"

    53 votes

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  12. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  14. Ability to change multiple instances of the same word at once.

    6 votes

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  15. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  16. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  17. showing changes in documents requiring approval.

    2 votes

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  18. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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  19. Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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