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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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7243 results found

  1. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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  2. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  3. I would like to be able to save the products I've edited in Quote builder back to catalog

    10 votes

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  4. Option to create document attachments via Make.com

    1 vote

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  5. Option to migrate account data from US to EU servers

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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  7. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  8. Allow users to be able to embed a mobile-first e-signature experience into their own app

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. Integrate with Lexoffice

    1 vote

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  10. When switching from Portrait to Landscape, have blocks reformat and scale appropriately.

    1 vote

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  11. Export emails from viewed documents to MailChimp list to retarget with like an abandoned cart email or ad.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  13. 3 votes

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  14. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  15. 1 vote

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  16. Transfer more such as Completion or Signature Data.

    1 vote

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  17. Native Integration with noCRM.io

    1 vote

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  18. 2 votes

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  19. Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.

    2 votes

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  20. Have the ability to search for a document in one of the home tabs.

    2 votes

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