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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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7354 results found

  1. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    5 votes

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  2. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  3. Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 2 votes

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  5. Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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  6. I-9 employment eligibility template

    3 votes

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  7. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  8. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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  9. 1 vote

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  10. 1 vote

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  11. automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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  12. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  14. 2 votes

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  15. replace the PDF source file with API call.

    6 votes

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  16. Option to bundle Forms

    1 vote

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  17. Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  19. 1 vote

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  20. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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