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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7242 results found

  1. add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. 4 votes

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  3. video content block - option to not skip or fast forward the video

    4 votes

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  4. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  5. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  6. hide the option to Create a trial account when the document is completed

    1 vote

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  7. Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 5 votes

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  9. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  10. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    4 votes

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  11. Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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  12. View a list of all unused variables within the account

    1 vote

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  13. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    2 votes

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  14. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  15. Ability to access templates without a user license

    2 votes

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  16. Ability to remove / customize quick access templates preview

    5 votes

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  17. Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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  18. 1 vote

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  19. add Maverick payment gateway

    1 vote

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  20. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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