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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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2929 results found

  1. Be able to customize branding for forms (for example change color of button "review document" )

    35 votes

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    6 comments  ·  Forms  ·  Admin →
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  2. 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!

  3. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  4. Ability to sort the product catalog based on most used or most important items

    2 votes

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  5. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 6 votes

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  7. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    14 votes

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  8. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  10. 60 votes

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    8 comments  ·  Automations  ·  Admin →
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  11. Generate signature certificate even if the document is not completed by all recipients

    40 votes

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  12. 2 votes

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  13. 8 votes

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  14. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. 1 vote

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    0 comments  ·  API  ·  Admin →
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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!

  16. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Give option for admins to disable the collaborator button.

    15 votes

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  18. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  19. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Able to support desktop version of Quickbooks

    3 votes

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